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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley's HEQT Position: Q1 2026 in Review

Morgan Stanley held its Simplify Hedged Equity ETF (HEQT) position steady in Q1 2026 at 8,154 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #5770.

Morgan Stanley first reported a position in HEQT in Q2 2023 and has held it in 10 quarters since. The position peaked at $261K in Q4 2025. 87 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

Morgan Stanley held 8,154 shares of Simplify Hedged Equity ETF worth $257K as of Q1 2026.
Morgan Stanley left its Simplify Hedged Equity ETF share count unchanged in Q1 2026.
Simplify Hedged Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5770 holding.
Morgan Stanley first reported a position in Simplify Hedged Equity ETF in Q2 2023 and has held it in 10 quarters since.
Morgan Stanley's Simplify Hedged Equity ETF position peaked at $261K in Q4 2025.
87 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

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