Morgan Stanley’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Morgan Stanley’s Portfolio MAXI Stock Details MAXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.26K	Sell	447 -3	-0.7%	-$36	﹤0.01%	7181
2025 Q4	$6.44K	Buy	450 +448	+22,400%	+$9.35K	﹤0.01%	7005
2025 Q3	$74	Buy	2 +1	+100%	+$31	﹤0.01%	7741
2025 Q2	$56	Sell	1 -1	-50%	-$27	﹤0.01%	7744
2025 Q1	$42	Buy	2 +1	+100%	+$25	﹤0.01%	7778
2024 Q4	$33	Sell	1 -1	-50%	-$27	﹤0.01%	7746
2024 Q3	$47	Hold	2	–	–	﹤0.01%	7597
2024 Q2	$63	Hold	2	–	–	﹤0.01%	7439
2024 Q1	$82	Buy	+2	New	+$48	﹤0.01%	7395
2023 Q3	–	Sell	-1	Closed	-$18	–	7673
2023 Q2	$18	Buy	+1	New	+$17	﹤0.01%	7589

Other funds holding MAXI

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's MAXI Position: Q1 2026 in Review

Morgan Stanley reduced its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) stake by 0.67% in Q1 2026, selling an estimated $36 and leaving 447 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #7181.

Morgan Stanley first reported a position in MAXI in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.44K in Q4 2025. 17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

Morgan Stanley held 447 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $4.26K as of Q1 2026.
Morgan Stanley sold 3 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q1 2026, an estimated $36.
Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7181 holding.
Morgan Stanley first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q2 2023 and has held it in 10 quarters since.
Morgan Stanley's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $6.44K in Q4 2025.
17 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2026.

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