Morgan Stanley’s Formidable ETF FORH Stock Holding History

Morgan Stanley’s Portfolio FORH Stock Details FORH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,300	Closed	-$27.4K	–	8129
2024 Q4	$27.4K	Hold	1,300	–	–	﹤0.01%	6475
2024 Q3	$30.2K	Hold	1,300	–	–	﹤0.01%	6367
2024 Q2	$28.3K	Hold	1,300	–	–	﹤0.01%	6355
2024 Q1	$30.7K	Buy	+1,300	New	+$28.8K	﹤0.01%	6371

Other funds holding FORH

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's FORH Position: Q1 2025 in Review

Morgan Stanley sold out of Formidable ETF (FORH) in Q1 2025, closing a stake of 1,300 shares — an estimated $27.4K sold.

Morgan Stanley first reported a position in FORH in Q1 2024 and held it in 4 quarters. The position peaked at $30.7K in Q1 2024. 3 funds tracked by Wall St. Rank hold FORH as of Q1 2025.

Morgan Stanley reported no remaining Formidable ETF position as of Q1 2025 after selling out during the quarter.
Morgan Stanley sold 1,300 Formidable ETF shares in Q1 2025, an estimated $27.4K.
Morgan Stanley first reported a position in Formidable ETF in Q1 2024 and held it in 4 quarters.
Morgan Stanley's Formidable ETF position peaked at $30.7K in Q1 2024.
3 funds tracked by Wall St. Rank held Formidable ETF as of Q1 2025.

Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.