Morgan Stanley’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

Morgan Stanley’s Portfolio QIS Stock Details QIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39K	Hold	115	–	–	﹤0.01%	7384
2025 Q4	$1.71K	Hold	115	–	–	﹤0.01%	7276
2025 Q3	$2.2K	Hold	115	–	–	﹤0.01%	7282
2025 Q2	$2.53K	Hold	115	–	–	﹤0.01%	7176
2025 Q1	$2.67K	Hold	115	–	–	﹤0.01%	7115
2024 Q4	$2.82K	Buy	+115	New	+$2.81K	﹤0.01%	7131

Other funds holding QIS

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's QIS Position: Q1 2026 in Review

Morgan Stanley held its Simplify Multi-QIS Alternative ETF (QIS) position steady in Q1 2026 at 115 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #7384.

Morgan Stanley first reported a position in QIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.82K in Q4 2024. 6 funds tracked by Wall St. Rank hold QIS as of Q1 2026.

Morgan Stanley held 115 shares of Simplify Multi-QIS Alternative ETF worth $1.39K as of Q1 2026.
Morgan Stanley left its Simplify Multi-QIS Alternative ETF share count unchanged in Q1 2026.
Simplify Multi-QIS Alternative ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7384 holding.
Morgan Stanley first reported a position in Simplify Multi-QIS Alternative ETF in Q4 2024 and has held it in 6 quarters since.
Morgan Stanley's Simplify Multi-QIS Alternative ETF position peaked at $2.82K in Q4 2024.
6 funds tracked by Wall St. Rank held Simplify Multi-QIS Alternative ETF as of Q1 2026.

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