Morgan Stanley
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Morgan Stanley’s Leuthold Core ETF LCR Stock Holding History

Morgan Stanley’s Portfolio LCR Stock Details LCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,440
Closed -$169K – 8410
2025
Q4 		$169K Buy
+4,440
New +$169K ﹤0.01% 5993

Other funds holding LCR

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's LCR Position: Q1 2026 in Review

Morgan Stanley sold out of Leuthold Core ETF (LCR) in Q1 2026, closing a stake of 4,440 shares — an estimated $169K sold.

Morgan Stanley first reported a position in LCR in Q4 2025 and held it in 1 quarter. The position peaked at $169K in Q4 2025. 19 funds tracked by Wall St. Rank hold LCR as of Q1 2026.

  • Morgan Stanley reported no remaining Leuthold Core ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 4,440 Leuthold Core ETF shares in Q1 2026, an estimated $169K.
  • Morgan Stanley first reported a position in Leuthold Core ETF in Q4 2025 and held it in 1 quarter.
  • Morgan Stanley's Leuthold Core ETF position peaked at $169K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q1 2026.

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