Morgan Stanley
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Morgan Stanley’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Morgan Stanley’s Portfolio LDUR Stock Details LDUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.8M Buy
394,310
+56,875
+17% +$5.46M ﹤0.01% 2380
2025
Q4 		$32.4M Buy
337,435
+11,559
+4% +$1.11M ﹤0.01% 2503
2025
Q3 		$31.3M Sell
325,876
-28,565
-8% -$2.74M ﹤0.01% 2450
2025
Q2 		$34M Buy
354,441
+23,552
+7% +$2.25M ﹤0.01% 2278
2025
Q1 		$31.8M Buy
330,889
+23,989
+8% +$2.29M ﹤0.01% 2225
2024
Q4 		$29.2M Sell
306,900
-28,691
-9% -$2.73M ﹤0.01% 2375
2024
Q3 		$32.2M Sell
335,591
-30,368
-8% -$2.9M ﹤0.01% 2298
2024
Q2 		$34.6M Buy
365,959
+44,704
+14% +$4.22M ﹤0.01% 2104
2024
Q1 		$30.5M Sell
321,255
-344,417
-52% -$32.7M ﹤0.01% 2228
2023
Q4 		$63.1M Buy
665,672
+350,538
+111% +$32.9M ﹤0.01% 2213
2023
Q3 		$29.5M Sell
315,134
-19,918
-6% -$1.87M ﹤0.01% 2062
2023
Q2 		$31.4M Sell
335,052
-50,253
-13% -$4.75M ﹤0.01% 2016
2023
Q1 		$36.6M Sell
385,305
-156,523
-29% -$14.8M ﹤0.01% 1837
2022
Q4 		$51.1M Buy
541,828
+31,065
+6% +$2.92M 0.01% 1482
2022
Q3 		$48.4M Buy
510,763
+104,751
+26% +$10M 0.01% 1337
2022
Q2 		$39M Sell
406,012
-14,743
-4% -$1.43M 0.01% 1591
2022
Q1 		$41M Buy
420,755
+12,013
+3% +$1.19M 0.01% 1451
2021
Q4 		$41.1M Buy
408,742
+74,917
+22% +$7.58M 0.01% 1491
2021
Q3 		$34M Buy
333,825
+62,673
+23% +$6.38M ﹤0.01% 1579
2021
Q2 		$27.6M Sell
271,152
-18,162
-6% -$1.85M ﹤0.01% 1817
2021
Q1 		$29.5M Buy
289,314
+127,157
+78% +$13M ﹤0.01% 1573
2020
Q4 		$16.5M Buy
162,157
+56,281
+53% +$5.74M ﹤0.01% 1993
2020
Q3 		$10.8M Buy
105,876
+52,251
+97% +$5.33M ﹤0.01% 1961
2020
Q2 		$5.47M Buy
53,625
+3,423
+7% +$343K ﹤0.01% 2575
2020
Q1 		$4.97M Sell
50,202
-4,835
-9% -$482K ﹤0.01% 2472
2019
Q4 		$5.49M Buy
55,037
+2,201
+4% +$220K ﹤0.01% 3106
2019
Q3 		$5.3M Buy
52,836
+10,821
+26% +$1.08M ﹤0.01% 2820
2019
Q2 		$4.21M Sell
42,015
-4,384
-9% -$438K ﹤0.01% 3096
2019
Q1 		$4.63M Sell
46,399
-15,613
-25% -$1.55M ﹤0.01% 2788
2018
Q4 		$6.12M Sell
62,012
-10,334
-14% -$1.03M ﹤0.01% 2658
2018
Q3 		$7.21M Sell
72,346
-11,018
-13% -$1.1M ﹤0.01% 2771
2018
Q2 		$8.31M Sell
83,364
-191
-0.2% -$19K ﹤0.01% 2585
2018
Q1 		$8.35M Buy
83,555
+31,624
+61% +$3.16M ﹤0.01% 2511
2017
Q4 		$5.21M Buy
51,931
+14,644
+39% +$1.48M ﹤0.01% 3074
2017
Q3 		$3.77M Buy
37,287
+16,295
+78% +$1.65M ﹤0.01% 3272
2017
Q2 		$2.13M Buy
20,992
+4,475
+27% +$452K ﹤0.01% 3743
2017
Q1 		$1.67M Buy
16,517
+9,537
+137% +$959K ﹤0.01% 3973
2016
Q4 		$701K Buy
6,980
+5,595
+404% +$563K ﹤0.01% 4710
2016
Q3 		$140K Sell
1,385
-100
-7% -$10.1K ﹤0.01% 5167
2016
Q2 		$149K Hold
1,485
– – ﹤0.01% 5069
2016
Q1 		$148K Sell
1,485
-3,725
-71% -$369K ﹤0.01% 5137
2015
Q4 		$519K Buy
5,210
+1,960
+60% +$198K ﹤0.01% 4519
2015
Q3 		$327K Buy
+3,250
New +$330K ﹤0.01% 4839
2015
Q2 		– Sell
-9
Closed -$1K – 6698
2015
Q1 		$1K Buy
+9
New +$908 ﹤0.01% 6484

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley's LDUR Position: Q1 2026 in Review

Morgan Stanley increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 17% in Q1 2026, buying an estimated $5.46M and bringing the position to 394,310 shares worth $37.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Morgan Stanley first reported a position in LDUR in Q1 2015 and has held it in 44 quarters since. The position peaked at $63.1M in Q4 2023. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

  • Morgan Stanley held 394,310 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $37.8M as of Q1 2026.
  • Morgan Stanley bought 56,875 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $5.46M.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2380 holding.
  • Morgan Stanley first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2015 and has held it in 44 quarters since.
  • Morgan Stanley's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $63.1M in Q4 2023.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

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