Morgan Stanley
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Morgan Stanley’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Morgan Stanley’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.7K Buy
1,368
+98
+8% +$5.24K ﹤0.01% 6371
2026
Q1 		$65.4K Buy
1,270
+1,256
+8,971% +$66K ﹤0.01% 6311
2025
Q4 		$779 Buy
14
+13
+1,300% +$674 ﹤0.01% 7423
2025
Q3 		$78 Hold
1
– – ﹤0.01% 7733
2025
Q2 		$86 Hold
1
– – ﹤0.01% 7671
2025
Q1 		$59 Hold
1
– – ﹤0.01% 7673
2024
Q4 		$58 Hold
1
– – ﹤0.01% 7570
2024
Q3 		$61 Buy
+1
New +$48 ﹤0.01% 7525
2024
Q2 		– Sell
-1
Closed -$48 – 7940
2024
Q1 		$48 Sell
1
-7
-88% -$310 ﹤0.01% 7496
2023
Q4 		$368 Buy
+8
New +$321 ﹤0.01% 7243

Other funds holding PY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley's PY Position: Q2 2026 in Review

Morgan Stanley increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 7.7% in Q2 2026, buying an estimated $5.24K and bringing the position to 1,368 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6371.

Morgan Stanley first reported a position in PY in Q4 2023 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold PY as of Q2 2026.

  • Morgan Stanley held 1,368 shares of Principal Exchange-Traded Funds Principal Value ETF worth $73.7K as of Q2 2026.
  • Morgan Stanley bought 98 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $5.24K.
  • Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6371 holding.
  • Morgan Stanley first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

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