Morgan Stanley
OVLH icon

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

Morgan Stanley’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Sell
319
-823
-72% -$33.7K ﹤0.01% 6951
2026
Q1 		$43.2K Buy
1,142
+756
+196% +$29.6K ﹤0.01% 6474
2025
Q4 		$15.2K Hold
386
– – ﹤0.01% 6782
2025
Q3 		$15.1K Sell
386
-6
-2% -$227 ﹤0.01% 6774
2025
Q2 		$14.5K Sell
392
-51
-12% -$1.77K ﹤0.01% 6753
2025
Q1 		$14.7K Sell
443
-88
-17% -$3K ﹤0.01% 6672
2024
Q4 		$18.1K Sell
531
-200
-27% -$6.88K ﹤0.01% 6598
2024
Q3 		$24.7K Hold
731
– – ﹤0.01% 6442
2024
Q2 		$23.5K Hold
731
– – ﹤0.01% 6406
2024
Q1 		$22.8K Hold
731
– – ﹤0.01% 6448
2023
Q4 		$21.1K Buy
+731
New +$20.2K ﹤0.01% 6430

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley's OVLH Position: Q2 2026 in Review

Morgan Stanley reduced its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 72% in Q2 2026, selling an estimated $33.7K and leaving 319 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6951.

Morgan Stanley first reported a position in OVLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.2K in Q1 2026. 24 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • Morgan Stanley held 319 shares of Overlay Shares Hedged Large Cap Equity ETF worth $13.3K as of Q2 2026.
  • Morgan Stanley sold 823 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $33.7K.
  • Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6951 holding.
  • Morgan Stanley first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Overlay Shares Hedged Large Cap Equity ETF position peaked at $43.2K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

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