Morgan Stanley
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Morgan Stanley’s Global X Guru Index ETF GURU Stock Holding History

Morgan Stanley’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$975K Sell
16,560
-86
-0.5% -$5.25K ﹤0.01% 5155
2025
Q4 		$1.04M Buy
16,646
+20
+0.1% +$1.23K ﹤0.01% 5168
2025
Q3 		$990K Hold
16,626
– – ﹤0.01% 5183
2025
Q2 		$891K Sell
16,626
-5,576
-25% -$278K ﹤0.01% 5160
2025
Q1 		$1.09M Buy
22,202
+1,346
+6% +$68.7K ﹤0.01% 4966
2024
Q4 		$1.04M Sell
20,856
-492
-2% -$24.8K ﹤0.01% 5069
2024
Q3 		$1.02M Buy
21,348
+182
+0.9% +$8.17K ﹤0.01% 5026
2024
Q2 		$915K Buy
21,166
+1,249
+6% +$53.2K ﹤0.01% 5017
2024
Q1 		$867K Sell
19,917
-19,917
-50% -$824K ﹤0.01% 5041
2023
Q4 		$1.61M Buy
39,834
+19,817
+99% +$730K ﹤0.01% 5049
2023
Q3 		$725K Buy
20,017
+1,504
+8% +$56.7K ﹤0.01% 4987
2023
Q2 		$688K Buy
18,513
+50
+0.3% +$1.76K ﹤0.01% 5049
2023
Q1 		$649K Sell
18,463
-2,084
-10% -$74.1K ﹤0.01% 5107
2022
Q4 		$700K Sell
20,547
-319
-2% -$10.8K ﹤0.01% 5062
2022
Q3 		$664K Sell
20,866
-1,822
-8% -$64.3K ﹤0.01% 5118
2022
Q2 		$753K Sell
22,688
-1,991
-8% -$72.6K ﹤0.01% 5198
2022
Q1 		$1.02M Buy
24,679
+855
+4% +$36.1K ﹤0.01% 4978
2021
Q4 		$1.13M Buy
23,824
+1,283
+6% +$62.6K ﹤0.01% 4984
2021
Q3 		$1.1M Sell
22,541
-274
-1% -$13.5K ﹤0.01% 4994
2021
Q2 		$1.12M Sell
22,815
-102
-0.4% -$4.84K ﹤0.01% 5012
2021
Q1 		$1.06M Buy
22,917
+1,324
+6% +$61K ﹤0.01% 4700
2020
Q4 		$946K Sell
21,593
-4,667
-18% -$194K ﹤0.01% 4700
2020
Q3 		$996K Sell
26,260
-6,232
-19% -$228K ﹤0.01% 4215
2020
Q2 		$1.11M Sell
32,492
-6,507
-17% -$209K ﹤0.01% 4088
2020
Q1 		$1.06M Buy
38,999
+11,983
+44% +$400K ﹤0.01% 3906
2019
Q4 		$973K Sell
27,016
-2,335
-8% -$81K ﹤0.01% 4550
2019
Q3 		$975K Sell
29,351
-6,057
-17% -$203K ﹤0.01% 4312
2019
Q2 		$1.18M Buy
35,408
+3,476
+11% +$113K ﹤0.01% 4137
2019
Q1 		$1.02M Buy
31,932
+656
+2% +$20.2K ﹤0.01% 4098
2018
Q4 		$863K Sell
31,276
-269
-0.9% -$8.05K ﹤0.01% 4386
2018
Q3 		$1.03M Buy
31,545
+3,308
+12% +$107K ﹤0.01% 4515
2018
Q2 		$892K Sell
28,237
-19
-0.1% -$586 ﹤0.01% 4705
2018
Q1 		$843K Buy
28,256
+548
+2% +$16.8K ﹤0.01% 4668
2017
Q4 		$823K Buy
27,708
+1,183
+4% +$34.2K ﹤0.01% 4680
2017
Q3 		$748K Sell
26,525
-13,126
-33% -$361K ﹤0.01% 4618
2017
Q2 		$1.07M Sell
39,651
-7,396
-16% -$196K ﹤0.01% 4330
2017
Q1 		$1.21M Sell
47,047
-2,595
-5% -$65.7K ﹤0.01% 4234
2016
Q4 		$1.19M Sell
49,642
-47,488
-49% -$1.12M ﹤0.01% 4333
2016
Q3 		$2.28M Sell
97,130
-47,757
-33% -$1.11M ﹤0.01% 3391
2016
Q2 		$3.21M Sell
144,887
-1,199,781
-89% -$26.5M ﹤0.01% 3013
2016
Q1 		$29.6M Sell
1,344,668
-284,786
-17% -$5.97M 0.01% 1062
2015
Q4 		$37.8M Buy
1,629,454
+11,342
+0.7% +$270K 0.01% 956
2015
Q3 		$37.6M Sell
1,618,112
-9,327
-0.6% -$237K 0.01% 958
2015
Q2 		$42.9M Buy
1,627,439
+9,102
+0.6% +$245K 0.01% 962
2015
Q1 		$42.5M Sell
1,618,337
-173,614
-10% -$4.5M 0.02% 941
2014
Q4 		$46.9M Buy
1,791,951
+84,100
+5% +$2.18M 0.02% 901
2014
Q3 		$44.9M Sell
1,707,851
-341,716
-17% -$9.02M 0.02% 874
2014
Q2 		$54.2M Sell
2,049,567
-27,288
-1% -$685K 0.02% 757
2014
Q1 		$51.3M Buy
2,076,855
+147,896
+8% +$3.69M 0.02% 734
2013
Q4 		$49.4M Buy
1,928,959
+107,843
+6% +$2.61M 0.02% 741
2013
Q3 		$41.4M Buy
1,821,116
+299,044
+20% +$6.6M 0.02% 767
2013
Q2 		$31.6M Buy
+1,522,072
New +$31.1M 0.02% 883

Other funds holding GURU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAR
Trask Adam Roland $106M AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley's GURU Position: Q1 2026 in Review

Morgan Stanley reduced its Global X Guru Index ETF (GURU) stake by 0.52% in Q1 2026, selling an estimated $5.25K and leaving 16,560 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #5155.

Morgan Stanley first reported a position in GURU in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.2M in Q2 2014. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

  • Morgan Stanley held 16,560 shares of Global X Guru Index ETF worth $975K as of Q1 2026.
  • Morgan Stanley sold 86 Global X Guru Index ETF shares in Q1 2026, an estimated $5.25K.
  • Global X Guru Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5155 holding.
  • Morgan Stanley first reported a position in Global X Guru Index ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Global X Guru Index ETF position peaked at $54.2M in Q2 2014.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.