Morgan Stanley’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $498K | Buy |
29,873
+4,951
| +20% | +$68.1K | ﹤0.01% | 5489 |
|
|
2025
Q4 | $333K | Buy |
24,922
+2,499
| +11% | +$26.1K | ﹤0.01% | 5713 |
|
|
2025
Q3 | $175K | Sell |
22,423
-1,910
| -8% | -$12.9K | ﹤0.01% | 5938 |
|
|
2025
Q2 | $149K | Buy |
24,333
+2,681
| +12% | +$16.6K | ﹤0.01% | 5966 |
|
|
2025
Q1 | $135K | Buy |
21,652
+5,876
| +37% | +$38.2K | ﹤0.01% | 5882 |
|
|
2024
Q4 | $113K | Buy |
15,776
+1,473
| +10% | +$9.15K | ﹤0.01% | 6010 |
|
|
2024
Q3 | $78.4K | Sell |
14,303
-10,895
| -43% | -$54.9K | ﹤0.01% | 6084 |
|
|
2024
Q2 | $113K | Sell |
25,198
-6,985
| -22% | -$31.8K | ﹤0.01% | 5920 |
|
|
2024
Q1 | $149K | Sell |
32,183
-12,131
| -27% | -$53.9K | ﹤0.01% | 5839 |
|
|
2023
Q4 | $215K | Buy |
44,314
+37,502
| +551% | +$161K | ﹤0.01% | 5915 |
|
|
2023
Q3 | $32.3K | Buy |
6,812
+1,416
| +26% | +$8.55K | ﹤0.01% | 6330 |
|
|
2023
Q2 | $39.7K | Sell |
5,396
-7,677
| -59% | -$53.4K | ﹤0.01% | 6311 |
|
|
2023
Q1 | $85K | Buy |
13,073
+12,954
| +10,886% | +$86.2K | ﹤0.01% | 6076 |
|
|
2022
Q4 | $626 | Sell |
119
-4,730
| -98% | -$24.2K | ﹤0.01% | 7535 |
|
|
2022
Q3 | $24K | Sell |
4,849
-3,907
| -45% | -$27.7K | ﹤0.01% | 6708 |
|
|
2022
Q2 | $62K | Buy |
8,756
+7,758
| +777% | +$42.1K | ﹤0.01% | 6511 |
|
|
2022
Q1 | $4K | Sell |
998
-27,528
| -97% | -$114K | ﹤0.01% | 7628 |
|
|
2021
Q4 | $116K | Buy |
28,526
+21,021
| +280% | +$87.7K | ﹤0.01% | 6351 |
|
|
2021
Q3 | $31K | Sell |
7,505
-7,549
| -50% | -$31.9K | ﹤0.01% | 6914 |
|
|
2021
Q2 | $72K | Buy |
15,054
+15,012
| +35,743% | +$68.4K | ﹤0.01% | 6494 |
|
|
2021
Q1 | $0 | Sell |
42
-5,662
| -99% | -$32.3K | ﹤0.01% | 7500 |
|
|
2020
Q4 | $30K | Buy |
5,704
+3,524
| +162% | +$15.7K | ﹤0.01% | 6321 |
|
|
2020
Q3 | $9K | Sell |
2,180
-558
| -20% | -$2.35K | ﹤0.01% | 6298 |
|
|
2020
Q2 | $17K | Buy |
+2,738
| New | +$10K | ﹤0.01% | 6043 |
|
|
2020
Q1 | – | Sell |
-485
| Closed | -$1K | – | 6599 |
|
|
2019
Q4 | $1K | Buy |
+485
| New | +$671 | ﹤0.01% | 6559 |
|
Other funds holding ELA
MBAM
TCM
VCM
N
