Morgan Stanley
GVLU icon

Morgan Stanley’s Gotham 1000 Value ETF GVLU Stock Holding History

Morgan Stanley’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.95K Buy
263
+1
+0.4% +$26 ﹤0.01% 7140
2026
Q1 		$6.63K Hold
262
– – ﹤0.01% 7071
2025
Q4 		$6.46K Hold
262
– – ﹤0.01% 7004
2025
Q3 		$6.68K Hold
262
– – ﹤0.01% 7014
2025
Q2 		$6.31K Hold
262
– – ﹤0.01% 6969
2025
Q1 		$6.04K Hold
262
– – ﹤0.01% 6942
2024
Q4 		$6.18K Sell
262
-1
-0.4% -$25 ﹤0.01% 6948
2024
Q3 		$6.53K Hold
263
– – ﹤0.01% 6836
2024
Q2 		$6.02K Buy
263
+1
+0.4% +$23 ﹤0.01% 6807
2024
Q1 		$6.25K Buy
+262
New +$5.83K ﹤0.01% 6838

Other funds holding GVLU

GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Morgan Stanley's GVLU Position: Q2 2026 in Review

Morgan Stanley increased its Gotham 1000 Value ETF (GVLU) stake by 0.38% in Q2 2026, buying an estimated $26 and bringing the position to 263 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #7140.

Morgan Stanley first reported a position in GVLU in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold GVLU as of Q2 2026.

  • Morgan Stanley held 263 shares of Gotham 1000 Value ETF worth $6.95K as of Q2 2026.
  • Morgan Stanley bought 1 Gotham 1000 Value ETF share in Q2 2026, an estimated $26.
  • Gotham 1000 Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7140 holding.
  • Morgan Stanley first reported a position in Gotham 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 16 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q2 2026.

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