Morgan Stanley’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Morgan Stanley’s Portfolio HERD Stock Details HERD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.5K	Sell	435 -1	-0.2%	-$47	﹤0.01%	6815
2026 Q1	$19.9K	Sell	436 -50	-10%	-$2.28K	﹤0.01%	6730
2025 Q4	$21.1K	Hold	486	–	–	﹤0.01%	6682
2025 Q3	$20.6K	Buy	486 +1	+0.2%	+$41	﹤0.01%	6684
2025 Q2	$19.3K	Buy	485 +445	+1,113%	+$16.8K	﹤0.01%	6660
2025 Q1	$1.5K	Sell	40 -1	-2%	-$38	﹤0.01%	7227
2024 Q4	$1.58K	Hold	41	–	–	﹤0.01%	7231
2024 Q3	$1.64K	Buy	41 +1	+3%	+$38	﹤0.01%	7166
2024 Q2	$1.49K	Sell	40 -1	-2%	-$38	﹤0.01%	7107
2024 Q1	$1.63K	Buy	41 +1	+3%	+$37	﹤0.01%	7104
2023 Q4	$1.51K	Hold	40	–	–	﹤0.01%	7085
2023 Q3	$1.38K	Hold	40	–	–	﹤0.01%	7188
2023 Q2	$1.36K	Hold	40	–	–	﹤0.01%	7252
2023 Q1	$1.34K	Hold	40	–	–	﹤0.01%	7305
2022 Q4	$1.29K	Hold	40	–	–	﹤0.01%	7437
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	7564
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	7680
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	7843
2021 Q4	$1K	Buy	+40	New	+$1.4K	﹤0.01%	7869

Other funds holding HERD

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Morgan Stanley's HERD Position: Q2 2026 in Review

Morgan Stanley reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 0.23% in Q2 2026, selling an estimated $47 and leaving 435 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6815.

Morgan Stanley first reported a position in HERD in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.1K in Q4 2025. 43 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

Morgan Stanley held 435 shares of Pacer Cash Cows Fund of Funds ETF worth $20.5K as of Q2 2026.
Morgan Stanley sold 1 Pacer Cash Cows Fund of Funds ETF share in Q2 2026, an estimated $47.
Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6815 holding.
Morgan Stanley first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2021 and has held it in 19 quarters since.
Morgan Stanley's Pacer Cash Cows Fund of Funds ETF position peaked at $21.1K in Q4 2025.
43 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

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