Morgan Stanley
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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
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% +$8.03K ﹤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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley's HEQT Position: Q2 2026 in Review

Morgan Stanley increased its Simplify Hedged Equity ETF (HEQT) stake by 0.01% in Q2 2026, buying an estimated $33 and bringing the position to 8,155 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #5813.

Morgan Stanley first reported a position in HEQT in Q2 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold HEQT as of Q2 2026.

  • Morgan Stanley held 8,155 shares of Simplify Hedged Equity ETF worth $274K as of Q2 2026.
  • Morgan Stanley bought 1 Simplify Hedged Equity ETF share in Q2 2026, an estimated $33.
  • Simplify Hedged Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5813 holding.
  • Morgan Stanley first reported a position in Simplify Hedged Equity ETF in Q2 2023 and has held it in 11 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q2 2026.

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