Morgan Stanley
SAMT icon

Morgan Stanley’s Strategas Macro Thematic Opportunities ETF SAMT Stock Holding History

Morgan Stanley’s Portfolio SAMT Stock Details SAMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.9K Buy
1,149
+177
+18% +$7.82K ﹤0.01% 6478
2026
Q1 		$38.2K Buy
972
+579
+147% +$23.1K ﹤0.01% 6518
2025
Q4 		$15.1K Hold
393
– – ﹤0.01% 6785
2025
Q3 		$14.7K Buy
+393
New +$13.9K ﹤0.01% 6784
2025
Q2 		– Sell
-1
Closed -$47 – 8250
2025
Q1 		$47 Hold
1
– – ﹤0.01% 7738
2024
Q4 		$37 Hold
1
– – ﹤0.01% 7710
2024
Q3 		$35 Hold
1
– – ﹤0.01% 7694
2024
Q2 		$33 Hold
1
– – ﹤0.01% 7631
2024
Q1 		$32 Buy
+1
New +$24 ﹤0.01% 7615

Other funds holding SAMT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Morgan Stanley's SAMT Position: Q2 2026 in Review

Morgan Stanley increased its Strategas Macro Thematic Opportunities ETF (SAMT) stake by 18% in Q2 2026, buying an estimated $7.82K and bringing the position to 1,149 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6478.

Morgan Stanley first reported a position in SAMT in Q1 2024 and has held it in 9 quarters since. 84 funds tracked by Wall St. Rank hold SAMT as of Q2 2026.

  • Morgan Stanley held 1,149 shares of Strategas Macro Thematic Opportunities ETF worth $54.9K as of Q2 2026.
  • Morgan Stanley bought 177 Strategas Macro Thematic Opportunities ETF shares in Q2 2026, an estimated $7.82K.
  • Strategas Macro Thematic Opportunities ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6478 holding.
  • Morgan Stanley first reported a position in Strategas Macro Thematic Opportunities ETF in Q1 2024 and has held it in 9 quarters since.
  • 84 funds tracked by Wall St. Rank held Strategas Macro Thematic Opportunities ETF as of Q2 2026.

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