Morgan Stanley
PSCH icon

Morgan Stanley’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Morgan Stanley’s Portfolio PSCH Stock Details PSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58M Buy
49,245
+4,256
+9% +$194K ﹤0.01% 4695
2026
Q1 		$1.85M Sell
44,989
-31,427
-41% -$1.35M ﹤0.01% 4818
2025
Q4 		$3.37M Buy
76,416
+23,147
+43% +$1.01M ﹤0.01% 4463
2025
Q3 		$2.22M Sell
53,269
-6,311
-11% -$253K ﹤0.01% 4713
2025
Q2 		$2.39M Sell
59,580
-24,482
-29% -$989K ﹤0.01% 4584
2025
Q1 		$3.64M Sell
84,062
-3,255
-4% -$147K ﹤0.01% 4192
2024
Q4 		$3.87M Sell
87,317
-10,165
-10% -$464K ﹤0.01% 4206
2024
Q3 		$4.5M Sell
97,482
-23,072
-19% -$1.04M ﹤0.01% 4038
2024
Q2 		$5.14M Sell
120,554
-65,640
-35% -$2.78M ﹤0.01% 3849
2024
Q1 		$8.14M Buy
186,194
+106,948
+135% +$4.54M ﹤0.01% 3508
2023
Q4 		$3.39M Sell
79,246
-5,327
-6% -$200K ﹤0.01% 4185
2023
Q3 		$3.18M Sell
84,573
-3,444
-4% -$144K ﹤0.01% 4066
2023
Q2 		$3.91M Sell
88,017
-1,590
-2% -$70.2K ﹤0.01% 3953
2023
Q1 		$3.91M Sell
89,607
-16,341
-15% -$739K ﹤0.01% 3975
2022
Q4 		$4.66M Sell
105,948
-6,582
-6% -$296K ﹤0.01% 3816
2022
Q3 		$4.94M Buy
112,530
+10,416
+10% +$501K ﹤0.01% 3708
2022
Q2 		$4.66M Sell
102,114
-24,252
-19% -$1.16M ﹤0.01% 3832
2022
Q1 		$6.78M Sell
126,366
-51,912
-29% -$2.76M ﹤0.01% 3351
2021
Q4 		$10.7M Sell
178,278
-19,353
-10% -$1.16M ﹤0.01% 2886
2021
Q3 		$12M Buy
197,631
+2,001
+1% +$125K ﹤0.01% 2675
2021
Q2 		$12.6M Sell
195,630
-723
-0.4% -$45K ﹤0.01% 2710
2021
Q1 		$12M Sell
196,353
-100,476
-34% -$6.22M ﹤0.01% 2460
2020
Q4 		$16.8M Sell
296,829
-39,132
-12% -$1.95M ﹤0.01% 1972
2020
Q3 		$14.8M Buy
335,961
+147,483
+78% +$6.31M ﹤0.01% 1700
2020
Q2 		$7.61M Buy
188,478
+18,903
+11% +$724K ﹤0.01% 2233
2020
Q1 		$5.84M Sell
169,575
-13,371
-7% -$546K ﹤0.01% 2305
2019
Q4 		$7.88M Sell
182,946
-36,048
-16% -$1.46M ﹤0.01% 2683
2019
Q3 		$8.28M Sell
218,994
-28,383
-11% -$1.1M ﹤0.01% 2320
2019
Q2 		$9.72M Buy
247,377
+47,883
+24% +$1.81M ﹤0.01% 2191
2019
Q1 		$7.68M Sell
199,494
-15,309
-7% -$596K ﹤0.01% 2299
2018
Q4 		$7.7M Sell
214,803
-256,431
-54% -$10.5M ﹤0.01% 2407
2018
Q3 		$22M Buy
471,234
+39,165
+9% +$1.8M 0.01% 1595
2018
Q2 		$18.5M Buy
+432,069
New +$17.5M 0.01% 1711

Other funds holding PSCH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's PSCH Position: Q2 2026 in Review

Morgan Stanley increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 9.5% in Q2 2026, buying an estimated $194K and bringing the position to 49,245 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #4695.

Morgan Stanley first reported a position in PSCH in Q2 2018 and has held it in 33 quarters since. The position peaked at $22M in Q3 2018. 74 funds tracked by Wall St. Rank hold PSCH as of Q2 2026.

  • Morgan Stanley held 49,245 shares of Invesco S&P SmallCap Health Care ETF worth $2.58M as of Q2 2026.
  • Morgan Stanley bought 4,256 Invesco S&P SmallCap Health Care ETF shares in Q2 2026, an estimated $194K.
  • Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4695 holding.
  • Morgan Stanley first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and has held it in 33 quarters since.
  • Morgan Stanley's Invesco S&P SmallCap Health Care ETF position peaked at $22M in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q2 2026.

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