Morgan Stanley
KAT

Morgan Stanley’s Scharf ETF KAT Stock Holding History

Morgan Stanley’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.3M Sell
1,049,943
-80,973
-7% -$4.52M ﹤0.01% 1984
2025
Q4 		$62.2M Sell
1,130,916
-118,068
-9% -$6.47M ﹤0.01% 1882
2025
Q3 		$70.3M Buy
+1,248,984
New +$68.9M ﹤0.01% 1715

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley's KAT Position: Q1 2026 in Review

Morgan Stanley reduced its Scharf ETF (KAT) stake by 7.2% in Q1 2026, selling an estimated $4.52M and leaving 1,049,943 shares worth $56.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Morgan Stanley first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $70.3M in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Morgan Stanley held 1,049,943 shares of Scharf ETF worth $56.3M as of Q1 2026.
  • Morgan Stanley sold 80,973 Scharf ETF shares in Q1 2026, an estimated $4.52M.
  • Scharf ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1984 holding.
  • Morgan Stanley first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Scharf ETF position peaked at $70.3M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

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