Morgan Stanley’s Adaptive Core ETF RULE Stock Holding History

Morgan Stanley’s Portfolio RULE Stock Details RULE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93K	Buy	56 +55	+5,500%	+$1.62K	﹤0.01%	7413
2026 Q1	$24	Hold	1	–	–	﹤0.01%	8140
2025 Q4	$23	Hold	1	–	–	﹤0.01%	8062
2025 Q3	$23	Hold	1	–	–	﹤0.01%	8031
2025 Q2	$23	Hold	1	–	–	﹤0.01%	7984
2025 Q1	$21	Sell	1 -50	-98%	-$1.09K	﹤0.01%	7966
2024 Q4	$1.12K	Buy	51 +1	+2%	+$23	﹤0.01%	7258
2024 Q3	$1.09K	Hold	50	–	–	﹤0.01%	7213
2024 Q2	$1.08K	Sell	50 -25	-33%	-$540	﹤0.01%	7143
2024 Q1	$1.65K	Buy	+75	New	+$1.58K	﹤0.01%	7101

Other funds holding RULE

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

Morgan Stanley's RULE Position: Q2 2026 in Review

Morgan Stanley increased its Adaptive Core ETF (RULE) stake by 5,500% in Q2 2026, buying an estimated $1.62K and bringing the position to 56 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #7413.

Morgan Stanley first reported a position in RULE in Q1 2024 and has held it in 10 quarters since. 6 funds tracked by Wall St. Rank hold RULE as of Q2 2026.

Morgan Stanley held 56 shares of Adaptive Core ETF worth $1.93K as of Q2 2026.
Morgan Stanley bought 55 Adaptive Core ETF shares in Q2 2026, an estimated $1.62K.
Adaptive Core ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7413 holding.
Morgan Stanley first reported a position in Adaptive Core ETF in Q1 2024 and has held it in 10 quarters since.
6 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q2 2026.

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