Morgan Stanley’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Morgan Stanley’s Portfolio HDUS Stock Details HDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.9K	Sell	949 -114	-11%	-$7.47K	﹤0.01%	6351
2025 Q4	$69.4K	Sell	1,063 -114	-10%	-$7.41K	﹤0.01%	6329
2025 Q3	$75.8K	Sell	1,177 -3	-0.3%	-$186	﹤0.01%	6265
2025 Q2	$70.2K	Sell	1,180 -899	-43%	-$49.8K	﹤0.01%	6249
2025 Q1	$113K	Buy	2,079 +28	+1%	+$1.59K	﹤0.01%	5954
2024 Q4	$116K	Buy	2,051 +1,233	+151%	+$70.5K	﹤0.01%	6001
2024 Q3	$45.5K	Buy	818 +356	+77%	+$19.1K	﹤0.01%	6247
2024 Q2	$24.2K	Buy	462 +460	+23,000%	+$23.3K	﹤0.01%	6394
2024 Q1	$141	Sell	2 -50	-96%	-$2.42K	﹤0.01%	7343
2023 Q4	$2.42K	Sell	52 -192	-79%	-$8.41K	﹤0.01%	7115
2023 Q3	$10.3K	Buy	+244	New	+$10.7K	﹤0.01%	6727

Other funds holding HDUS

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley's HDUS Position: Q1 2026 in Review

Morgan Stanley reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 11% in Q1 2026, selling an estimated $7.47K and leaving 949 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6351.

Morgan Stanley first reported a position in HDUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $116K in Q4 2024. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

Morgan Stanley held 949 shares of Hartford Disciplined US Equity ETF worth $59.9K as of Q1 2026.
Morgan Stanley sold 114 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $7.47K.
Hartford Disciplined US Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6351 holding.
Morgan Stanley first reported a position in Hartford Disciplined US Equity ETF in Q3 2023 and has held it in 11 quarters since.
Morgan Stanley's Hartford Disciplined US Equity ETF position peaked at $116K in Q4 2024.
35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

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