Morgan Stanley’s Simplify Hedged Equity ETF HEQT Stock Holding History

Morgan Stanley’s Portfolio HEQT Stock Details HEQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$248K	Sell	7,237 -918	-11%	-$31.3K	﹤0.01%	5905
2026 Q2	$274K	Buy	8,155 +1	+0%	+$33	﹤0.01%	5813
2026 Q1	$257K	Hold	8,154	–	–	﹤0.01%	5770
2025 Q4	$261K	Buy	8,154 +7,700	+1,696%	+$244K	﹤0.01%	5818
2025 Q3	$14.2K	Sell	454 -1	-0.2%	-$31	﹤0.01%	6798
2025 Q2	$13.7K	Buy	455 +154	+51%	+$4.47K	﹤0.01%	6773
2025 Q1	$8.61K	Hold	301	–	–	﹤0.01%	6847
2024 Q4	$8.89K	Hold	301	–	–	﹤0.01%	6850
2024 Q3	$8.69K	Buy	301 +1	+0.3%	+$28	﹤0.01%	6763
2024 Q2	$8.3K	Buy	300 +299	+29,900%	+$8.02K	﹤0.01%	6730
2024 Q1	$31	Buy	+1	New	+$26	﹤0.01%	7620
2023 Q3	–	Sell	-1	Closed	-$25	–	7650
2023 Q2	$25	Buy	+1	New	+$24	﹤0.01%	7574

Other funds holding HEQT

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Morgan Stanley's HEQT Position: Q3 2026 in Review

Morgan Stanley reduced its Simplify Hedged Equity ETF (HEQT) stake by 11% in Q3 2026, selling an estimated $31.3K and leaving 7,237 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #5905.

Morgan Stanley first reported a position in HEQT in Q2 2023 and has held it in 12 quarters since. The position peaked at $274K in Q2 2026. 80 funds tracked by Wall St. Rank hold HEQT as of Q3 2026.

Morgan Stanley held 7,237 shares of Simplify Hedged Equity ETF worth $248K as of Q3 2026.
Morgan Stanley sold 918 Simplify Hedged Equity ETF shares in Q3 2026, an estimated $31.3K.
Simplify Hedged Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #5905 holding.
Morgan Stanley first reported a position in Simplify Hedged Equity ETF in Q2 2023 and has held it in 12 quarters since.
Morgan Stanley's Simplify Hedged Equity ETF position peaked at $274K in Q2 2026.
80 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.