Morgan Stanley’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Morgan Stanley’s Portfolio LONZ Stock Details LONZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59K	Sell	72 -14	-16%	-$692	﹤0.01%	7289
2026 Q1	$4.25K	Sell	86 -165	-66%	-$8.23K	﹤0.01%	7182
2025 Q4	$12.6K	Buy	251 +136	+118%	+$6.88K	﹤0.01%	6831
2025 Q3	$5.88K	Sell	115 -1	-0.9%	-$51	﹤0.01%	7049
2025 Q2	$5.92K	Sell	116 -13	-10%	-$653	﹤0.01%	6996
2025 Q1	$6.5K	Sell	129 -2	-2%	-$102	﹤0.01%	6923
2024 Q4	$6.72K	Buy	131 +2	+2%	+$103	﹤0.01%	6927
2024 Q3	$6.6K	Sell	129 -1	-0.8%	-$51	﹤0.01%	6834
2024 Q2	$6.66K	Hold	130	–	–	﹤0.01%	6781
2024 Q1	$6.66K	Hold	130	–	–	﹤0.01%	6820
2023 Q4	$6.57K	Buy	+130	New	+$6.52K	﹤0.01%	6773
2022 Q3	–	Sell	-60,000	Closed	-$2.9M	–	7804
2022 Q2	$2.9M	Buy	+60,000	New	+$2.94M	﹤0.01%	4239

Other funds holding LONZ

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

FWP

Flatrock Wealth Partners Newport Beach, California $255M AUM

CAP

Cordoba Advisory Partners New York $472M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Morgan Stanley's LONZ Position: Q2 2026 in Review

Morgan Stanley reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 16% in Q2 2026, selling an estimated $692 and leaving 72 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #7289.

Morgan Stanley first reported a position in LONZ in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.9M in Q2 2022. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Morgan Stanley held 72 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $3.59K as of Q2 2026.
Morgan Stanley sold 14 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $692.
PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7289 holding.
Morgan Stanley first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2022 and has held it in 12 quarters since.
Morgan Stanley's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $2.9M in Q2 2022.
73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

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