Morgan Stanley
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Morgan Stanley’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Morgan Stanley’s Portfolio NVDY Stock Details NVDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.8K Sell
1,756
-104,549
-98% -$1.42M ﹤0.01% 6777
2026
Q1 		$1.38M Buy
106,305
+105,424
+11,966% +$1.47M ﹤0.01% 4976
2025
Q4 		$12.9K Sell
881
-7,220
-89% -$111K ﹤0.01% 6825
2025
Q3 		$136K Sell
8,101
-4,488
-36% -$75.7K ﹤0.01% 6034
2025
Q2 		$211K Buy
12,589
+4,791
+61% +$74.2K ﹤0.01% 5825
2025
Q1 		$120K Sell
7,798
-11,980
-61% -$235K ﹤0.01% 5933
2024
Q4 		$462K Buy
19,778
+8,440
+74% +$210K ﹤0.01% 5444
2024
Q3 		$272K Buy
11,338
+7,606
+204% +$191K ﹤0.01% 5635
2024
Q2 		$109K Buy
3,732
+3,229
+642% +$88.8K ﹤0.01% 5931
2024
Q1 		$14.8K Buy
503
+1
+0.2% +$26 ﹤0.01% 6574
2023
Q4 		$11.4K Buy
502
+102
+26% +$2.21K ﹤0.01% 6618
2023
Q3 		$8.76K Buy
+400
New +$9.13K ﹤0.01% 6779

Other funds holding NVDY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LWP
LFG Wealth Partners Elizabethtown, Kentucky $213M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley's NVDY Position: Q2 2026 in Review

Morgan Stanley reduced its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 98% in Q2 2026, selling an estimated $1.42M and leaving 1,756 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6777.

Morgan Stanley first reported a position in NVDY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q1 2026. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

  • Morgan Stanley held 1,756 shares of YieldMax NVDA Option Income Strategy ETF worth $21.8K as of Q2 2026.
  • Morgan Stanley sold 104,549 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $1.42M.
  • YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6777 holding.
  • Morgan Stanley first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2023 and has held it in 12 quarters since.
  • Morgan Stanley's YieldMax NVDA Option Income Strategy ETF position peaked at $1.38M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

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