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 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 -15	-94%	-$664	﹤0.01%	7496
2023 Q4	$736	Buy	+16	New	+$643	﹤0.01%	7243

Other funds holding PY

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $111M AUM

Morgan Stanley's PY Position: Q1 2026 in Review

Morgan Stanley increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 8,971% in Q1 2026, buying an estimated $66K and bringing the position to 1,270 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6311.

Morgan Stanley first reported a position in PY in Q4 2023 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

Morgan Stanley held 1,270 shares of Principal Exchange-Traded Funds Principal Value ETF worth $65.4K as of Q1 2026.
Morgan Stanley bought 1,256 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2026, an estimated $66K.
Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6311 holding.
Morgan Stanley first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2023 and has held it in 9 quarters since.
19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

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