Morgan Stanley
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Morgan Stanley’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Morgan Stanley’s Portfolio MBS Stock Details MBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.06K Hold
354
– – ﹤0.01% 7329
2026
Q1 		$3.07K Hold
354
– – ﹤0.01% 7245
2025
Q4 		$3.1K Buy
354
+49
+16% +$430 ﹤0.01% 7159
2025
Q3 		$2.66K Hold
305
– – ﹤0.01% 7243
2025
Q2 		$2.63K Buy
305
+291
+2,079% +$2.5K ﹤0.01% 7168
2025
Q1 		$122 Hold
14
– – ﹤0.01% 7540
2024
Q4 		$119 Buy
+14
New +$121 ﹤0.01% 7451

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Morgan Stanley's MBS Position: Q2 2026 in Review

Morgan Stanley held its Angel Oak Mortgage-Backed Securities ETF (MBS) position steady in Q2 2026 at 354 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #7329.

Morgan Stanley first reported a position in MBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.1K in Q4 2025. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • Morgan Stanley held 354 shares of Angel Oak Mortgage-Backed Securities ETF worth $3.06K as of Q2 2026.
  • Morgan Stanley left its Angel Oak Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7329 holding.
  • Morgan Stanley first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q4 2024 and has held it in 7 quarters since.
  • Morgan Stanley's Angel Oak Mortgage-Backed Securities ETF position peaked at $3.1K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

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