Morgan Stanley
LONZ icon

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
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 Sell
130
-130
-50% -$6.6K ﹤0.01% 6820
2023
Q4 		$13.1K Buy
+260
New +$13K ﹤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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $362M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return