Morgan Stanley
OVT icon

Morgan Stanley’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Morgan Stanley’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23 Buy
+1
New +$22 ﹤0.01% 8279
2024
Q4 		– Sell
-1
Closed -$23 – 8060
2024
Q3 		$23 Hold
1
– – ﹤0.01% 7793
2024
Q2 		$22 Hold
1
– – ﹤0.01% 7727
2024
Q1 		$22 Hold
1
– – ﹤0.01% 7706
2023
Q4 		$22 Buy
+1
New +$21 ﹤0.01% 7685

Other funds holding OVT

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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley's OVT Position: Q2 2026 in Review

Morgan Stanley opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q2 2026: 1 share worth $23. The stake represents ﹤0.01% of the portfolio and ranks #8279 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in OVT as recently as Q3 2024.

Morgan Stanley first reported a position in OVT in Q4 2023 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • Morgan Stanley held 1 share of Overlay Shares Short Term Bond ETF worth $23 as of Q2 2026.
  • Overlay Shares Short Term Bond ETF was a new Morgan Stanley position in Q2 2026.
  • Overlay Shares Short Term Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8279 holding.
  • Morgan Stanley first reported a position in Overlay Shares Short Term Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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