Morgan Stanley’s 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 Q2	$3.73K	Buy	450 +3	+0.7%	+$31	﹤0.01%	7278
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 $157M AUM 21.34% 1-Year Est. Return

MAWAG

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's MAXI Position: Q2 2026 in Review

Morgan Stanley increased its Simplify Bitcoin Strategy ETF (MAXI) stake by 0.67% in Q2 2026, buying an estimated $31 and bringing the position to 450 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #7278.

Morgan Stanley first reported a position in MAXI in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.44K in Q4 2025. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

Morgan Stanley held 450 shares of Simplify Bitcoin Strategy ETF worth $3.73K as of Q2 2026.
Morgan Stanley bought 3 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $31.
Simplify Bitcoin Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7278 holding.
Morgan Stanley first reported a position in Simplify Bitcoin Strategy ETF in Q2 2023 and has held it in 11 quarters since.
Morgan Stanley's Simplify Bitcoin Strategy ETF position peaked at $6.44K in Q4 2025.
12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

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