Morgan Stanley’s Franklin Genomic Advancements ETF HELX Stock Holding History

Morgan Stanley’s Portfolio HELX Stock Details HELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$58	–	8379
2025 Q4	$58	Hold	1	–	–	﹤0.01%	7805
2025 Q3	$50	Hold	1	–	–	﹤0.01%	7850
2025 Q2	$43	Hold	1	–	–	﹤0.01%	7834
2025 Q1	$33	Buy	+1	New	+$29	﹤0.01%	7848

Other funds holding HELX

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley's HELX Position: Q1 2026 in Review

Morgan Stanley sold out of Franklin Genomic Advancements ETF (HELX) in Q1 2026, closing a stake of 1 share — an estimated $58 sold.

Morgan Stanley first reported a position in HELX in Q1 2025 and held it in 4 quarters. The position peaked at $58 in Q4 2025. 6 funds tracked by Wall St. Rank hold HELX as of Q1 2026.

Morgan Stanley reported no remaining Franklin Genomic Advancements ETF position as of Q1 2026 after selling out during the quarter.
Morgan Stanley sold 1 Franklin Genomic Advancements ETF share in Q1 2026, an estimated $58.
Morgan Stanley first reported a position in Franklin Genomic Advancements ETF in Q1 2025 and held it in 4 quarters.
Morgan Stanley's Franklin Genomic Advancements ETF position peaked at $58 in Q4 2025.
6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q1 2026.

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