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
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 Sell
503
-501
-50% -$13.2K ﹤0.01% 6574
2023
Q4 		$22.7K Buy
1,004
+604
+151% +$13.1K ﹤0.01% 6618
2023
Q3 		$8.76K Buy
+400
New +$9.13K ﹤0.01% 6779

Other funds holding NVDY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCMH
Polymer Capital Management (HK) Hong Kong $1.16B AUM 135.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Morgan Stanley's NVDY Position: Q1 2026 in Review

Morgan Stanley increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 11,966% in Q1 2026, buying an estimated $1.47M and bringing the position to 106,305 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #4976.

Morgan Stanley first reported a position in NVDY in Q3 2023 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Morgan Stanley held 106,305 shares of YieldMax NVDA Option Income Strategy ETF worth $1.38M as of Q1 2026.
  • Morgan Stanley bought 105,424 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $1.47M.
  • YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4976 holding.
  • Morgan Stanley first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2023 and has held it in 11 quarters since.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

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