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 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	Sell	731 -731	-50%	-$21.9K	﹤0.01%	6448
2023 Q4	$42.3K	Buy	+1,462	New	+$40.3K	﹤0.01%	6430

Other funds holding OVLH

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $186M AUM 16.59% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley's OVLH Position: Q1 2026 in Review

Morgan Stanley increased its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 196% in Q1 2026, buying an estimated $29.6K and bringing the position to 1,142 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6474.

Morgan Stanley first reported a position in OVLH in Q4 2023 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold OVLH as of Q1 2026.

Morgan Stanley held 1,142 shares of Overlay Shares Hedged Large Cap Equity ETF worth $43.2K as of Q1 2026.
Morgan Stanley bought 756 Overlay Shares Hedged Large Cap Equity ETF shares in Q1 2026, an estimated $29.6K.
Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6474 holding.
Morgan Stanley first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q1 2026.

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