Morgan Stanley
KMID

Morgan Stanley’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Morgan Stanley’s Portfolio KMID Stock Details KMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.2K Sell
804
-12,236
-94% -$306K ﹤0.01% 6747
2025
Q4 		$318K Buy
+13,040
New +$318K ﹤0.01% 5732

Other funds holding KMID

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Morgan Stanley's KMID Position: Q1 2026 in Review

Morgan Stanley reduced its Virtus KAR Mid-Cap ETF (KMID) stake by 94% in Q1 2026, selling an estimated $306K and leaving 804 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6747.

Morgan Stanley first reported a position in KMID in Q4 2025 and has held it in 2 quarters since. The position peaked at $318K in Q4 2025. 14 funds tracked by Wall St. Rank hold KMID as of Q1 2026.

  • Morgan Stanley held 804 shares of Virtus KAR Mid-Cap ETF worth $19.2K as of Q1 2026.
  • Morgan Stanley sold 12,236 Virtus KAR Mid-Cap ETF shares in Q1 2026, an estimated $306K.
  • Virtus KAR Mid-Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6747 holding.
  • Morgan Stanley first reported a position in Virtus KAR Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Morgan Stanley's Virtus KAR Mid-Cap ETF position peaked at $318K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q1 2026.

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