Morgan Stanley
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Morgan Stanley’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Morgan Stanley’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Sell
41,718
-11,383
-21% -$579K ﹤0.01% 4714
2025
Q4 		$2.72M Buy
53,101
+4,437
+9% +$205K ﹤0.01% 4600
2025
Q3 		$1.89M Buy
48,664
+460
+1% +$15.8K ﹤0.01% 4826
2025
Q2 		$1.45M Sell
48,204
-17,018
-26% -$487K ﹤0.01% 4907
2025
Q1 		$1.86M Sell
65,222
-32,058
-33% -$1.01M ﹤0.01% 4652
2024
Q4 		$3.21M Buy
97,280
+8,430
+9% +$318K ﹤0.01% 4346
2024
Q3 		$3.32M Buy
88,850
+4,061
+5% +$148K ﹤0.01% 4285
2024
Q2 		$2.85M Sell
84,789
-26,306
-24% -$881K ﹤0.01% 4325
2024
Q1 		$3.97M Sell
111,095
-60,133
-35% -$2.08M ﹤0.01% 4099
2023
Q4 		$5.64M Buy
171,228
+49,371
+41% +$1.33M ﹤0.01% 4304
2023
Q3 		$3.32M Sell
121,857
-21,037
-15% -$634K ﹤0.01% 4032
2023
Q2 		$4.51M Buy
142,894
+28,741
+25% +$893K ﹤0.01% 3853
2023
Q1 		$3.1M Sell
114,153
-21,033
-16% -$635K ﹤0.01% 4159
2022
Q4 		$4.11M Sell
135,186
-8,667
-6% -$261K ﹤0.01% 3925
2022
Q3 		$4.33M Sell
143,853
-11,460
-7% -$362K ﹤0.01% 3811
2022
Q2 		$4.3M Sell
155,313
-21,025
-12% -$600K ﹤0.01% 3896
2022
Q1 		$5.93M Sell
176,338
-57,124
-24% -$1.98M ﹤0.01% 3494
2021
Q4 		$9.86M Sell
233,462
-5,021
-2% -$224K ﹤0.01% 2968
2021
Q3 		$10.9M Buy
238,483
+6,021
+3% +$276K ﹤0.01% 2792
2021
Q2 		$11.4M Buy
232,462
+13,441
+6% +$644K ﹤0.01% 2836
2021
Q1 		$11M Buy
219,021
+10,835
+5% +$600K ﹤0.01% 2549
2020
Q4 		$10.7M Buy
208,186
+4,927
+2% +$234K ﹤0.01% 2449
2020
Q3 		$8.36M Sell
203,259
-25,326
-11% -$1.04M ﹤0.01% 2193
2020
Q2 		$9.56M Buy
228,585
+15,819
+7% +$624K ﹤0.01% 2011
2020
Q1 		$6.75M Buy
212,766
+45,794
+27% +$1.75M ﹤0.01% 2162
2019
Q4 		$7.06M Buy
166,972
+11,789
+8% +$437K ﹤0.01% 2810
2019
Q3 		$4.9M Sell
155,183
-81,097
-34% -$2.85M ﹤0.01% 2899
2019
Q2 		$8.53M Buy
236,280
+10,506
+5% +$362K ﹤0.01% 2336
2019
Q1 		$8.17M Buy
225,774
+41,159
+22% +$1.37M ﹤0.01% 2238
2018
Q4 		$5.2M Sell
184,615
-89,605
-33% -$2.97M ﹤0.01% 2867
2018
Q3 		$10.8M Buy
274,220
+120,161
+78% +$4.56M ﹤0.01% 2332
2018
Q2 		$5.74M Buy
154,059
+33,324
+28% +$1.21M ﹤0.01% 2988
2018
Q1 		$4.13M Buy
120,735
+48,617
+67% +$1.7M ﹤0.01% 3221
2017
Q4 		$2.36M Buy
72,118
+23,146
+47% +$724K ﹤0.01% 3889
2017
Q3 		$1.53M Buy
48,972
+16,308
+50% +$478K ﹤0.01% 4115
2017
Q2 		$911K Buy
32,664
+6,793
+26% +$177K ﹤0.01% 4439
2017
Q1 		$667K Buy
25,871
+12,976
+101% +$323K ﹤0.01% 4663
2016
Q4 		$295K Sell
12,895
-78,370
-86% -$1.88M ﹤0.01% 5192
2016
Q3 		$2.38M Buy
91,265
+11,346
+14% +$283K ﹤0.01% 3353
2016
Q2 		$1.81M Sell
79,919
-95,193
-54% -$2.26M ﹤0.01% 3508
2016
Q1 		$3.84M Buy
175,112
+173,101
+8,608% +$3.96M ﹤0.01% 2769
2015
Q4 		$64K Buy
2,011
+680
+51% +$20.8K ﹤0.01% 5620
2015
Q3 		$38K Buy
1,331
+115
+9% +$4.01K ﹤0.01% 5833
2015
Q2 		$44K Buy
1,216
+215
+21% +$7.02K ﹤0.01% 5901
2015
Q1 		$30K Buy
+1,001
New +$28.2K ﹤0.01% 5954

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Morgan Stanley's SBIO Position: Q1 2026 in Review

Morgan Stanley reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 21% in Q1 2026, selling an estimated $579K and leaving 41,718 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #4714.

Morgan Stanley first reported a position in SBIO in Q1 2015 and has held it in 45 quarters since. The position peaked at $11.4M in Q2 2021. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

  • Morgan Stanley held 41,718 shares of ALPS Medical Breakthroughs ETF worth $2.18M as of Q1 2026.
  • Morgan Stanley sold 11,383 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $579K.
  • ALPS Medical Breakthroughs ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4714 holding.
  • Morgan Stanley first reported a position in ALPS Medical Breakthroughs ETF in Q1 2015 and has held it in 45 quarters since.
  • Morgan Stanley's ALPS Medical Breakthroughs ETF position peaked at $11.4M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

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