Morgan Stanley’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Morgan Stanley’s Portfolio PPI Stock Details PPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.3K	Buy	2,505 +1,574	+169%	+$34.1K	﹤0.01%	6490
2026 Q1	$19.4K	Hold	931	–	–	﹤0.01%	6742
2025 Q4	$17.4K	Hold	931	–	–	﹤0.01%	6740
2025 Q3	$17.1K	Hold	931	–	–	﹤0.01%	6739
2025 Q2	$15.2K	Buy	931 +930	+93,000%	+$14K	﹤0.01%	6736
2025 Q1	$22	Hold	1	–	–	﹤0.01%	7955
2024 Q4	$22	Hold	1	–	–	﹤0.01%	7855
2024 Q3	$16	Sell	1 -3,369	-100%	-$50.7K	﹤0.01%	7839
2024 Q2	$50.2K	Buy	3,370 +3,368	+168,400%	+$52.1K	﹤0.01%	6166
2024 Q1	$49	Buy	+2	New	+$29	﹤0.01%	7492
2023 Q1	–	Sell	-200	Closed	-$2.54K	–	7804
2022 Q4	$2.54K	Buy	+200	New	+$2.52K	﹤0.01%	7311

Other funds holding PPI

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VWWMG

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

CCAM

Cascades Capital Asset Management Greensboro, North Carolina $270M AUM 25.7% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

Morgan Stanley's PPI Position: Q2 2026 in Review

Morgan Stanley increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 169% in Q2 2026, buying an estimated $34.1K and bringing the position to 2,505 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6490.

Morgan Stanley first reported a position in PPI in Q4 2022 and has held it in 11 quarters since. 56 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

Morgan Stanley held 2,505 shares of AXS Astoria Inflation Sensitive ETF worth $53.3K as of Q2 2026.
Morgan Stanley bought 1,574 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $34.1K.
AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6490 holding.
Morgan Stanley first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2022 and has held it in 11 quarters since.
56 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

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