Morgan Stanley
FHEQ icon

Morgan Stanley’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Morgan Stanley’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1K Sell
490
-174,081
-100% -$5.62M ﹤0.01% 6893
2026
Q1 		$5.14M Buy
174,571
+174,081
+35,527% +$5.33M ﹤0.01% 4118
2025
Q4 		$15.1K Buy
+490
New +$15.1K ﹤0.01% 6786

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley's FHEQ Position: Q2 2026 in Review

Morgan Stanley reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 100% in Q2 2026, selling an estimated $5.62M and leaving 490 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6893.

Morgan Stanley first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.14M in Q1 2026. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Morgan Stanley held 490 shares of Fidelity Hedged Equity ETF worth $16.1K as of Q2 2026.
  • Morgan Stanley sold 174,081 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $5.62M.
  • Fidelity Hedged Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6893 holding.
  • Morgan Stanley first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Fidelity Hedged Equity ETF position peaked at $5.14M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.