Morgan Stanley
OVL icon

Morgan Stanley’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Morgan Stanley’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.5K Buy
1,800
+165
+10% +$8.73K ﹤0.01% 6210
2025
Q4 		$87K Buy
1,635
+85
+5% +$4.49K ﹤0.01% 6258
2025
Q3 		$81.1K Sell
1,550
-507
-25% -$25.4K ﹤0.01% 6245
2025
Q2 		$99.4K Hold
2,057
– – ﹤0.01% 6139
2025
Q1 		$90.1K Sell
2,057
-250
-11% -$11.7K ﹤0.01% 6065
2024
Q4 		$108K Buy
2,307
+1
+0% +$47 ﹤0.01% 6031
2024
Q3 		$107K Sell
2,306
-1
-0% -$44 ﹤0.01% 5978
2024
Q2 		$102K Buy
2,307
+1
+0% +$42 ﹤0.01% 5958
2024
Q1 		$98.3K Sell
2,306
-2,306
-50% -$92.1K ﹤0.01% 5997
2023
Q4 		$174K Buy
4,612
+2,198
+91% +$77.4K ﹤0.01% 5995
2023
Q3 		$82K Buy
2,414
+108
+5% +$3.85K ﹤0.01% 5977
2023
Q2 		$82.8K Hold
2,306
– – ﹤0.01% 6024
2023
Q1 		$76K Hold
2,306
– – ﹤0.01% 6114
2022
Q4 		$70.3K Hold
2,306
– – ﹤0.01% 6136
2022
Q3 		$66K Hold
2,306
– – ﹤0.01% 6276
2022
Q2 		$72K Sell
2,306
-2,547
-52% -$86.5K ﹤0.01% 6434
2022
Q1 		$186K Buy
4,853
+249
+5% +$9.37K ﹤0.01% 5963
2021
Q4 		$187K Sell
4,604
-81
-2% -$3.21K ﹤0.01% 6112
2021
Q3 		$174K Buy
4,685
+3,987
+571% +$152K ﹤0.01% 6074
2021
Q2 		$26K Hold
698
– – ﹤0.01% 6916
2021
Q1 		$24K Hold
698
– – ﹤0.01% 6664
2020
Q4 		$22K Hold
698
– – ﹤0.01% 6405
2020
Q3 		$20K Buy
+698
New +$19.9K ﹤0.01% 6068

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Morgan Stanley's OVL Position: Q1 2026 in Review

Morgan Stanley increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 10% in Q1 2026, buying an estimated $8.73K and bringing the position to 1,800 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6210.

Morgan Stanley first reported a position in OVL in Q3 2020 and has held it in 23 quarters since. The position peaked at $187K in Q4 2021. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

  • Morgan Stanley held 1,800 shares of Overlay Shares Large Cap Equity ETF worth $90.5K as of Q1 2026.
  • Morgan Stanley bought 165 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $8.73K.
  • Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6210 holding.
  • Morgan Stanley first reported a position in Overlay Shares Large Cap Equity ETF in Q3 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Overlay Shares Large Cap Equity ETF position peaked at $187K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

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