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
Q2 		$97.1K Sell
1,715
-85
-5% -$4.74K ﹤0.01% 6271
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 Hold
2,306
– – ﹤0.01% 5997
2023
Q4 		$86.8K Sell
2,306
-108
-4% -$3.8K ﹤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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Morgan Stanley's OVL Position: Q2 2026 in Review

Morgan Stanley reduced its Overlay Shares Large Cap Equity ETF (OVL) stake by 4.7% in Q2 2026, selling an estimated $4.74K and leaving 1,715 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6271.

Morgan Stanley first reported a position in OVL in Q3 2020 and has held it in 24 quarters since. The position peaked at $187K in Q4 2021. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Morgan Stanley held 1,715 shares of Overlay Shares Large Cap Equity ETF worth $97.1K as of Q2 2026.
  • Morgan Stanley sold 85 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $4.74K.
  • Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6271 holding.
  • Morgan Stanley first reported a position in Overlay Shares Large Cap Equity ETF in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's Overlay Shares Large Cap Equity ETF position peaked at $187K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

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