Morgan Stanley’s USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI Stock Holding History

Morgan Stanley’s Portfolio SDCI Stock Details SDCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.6M	Buy	702,900 +369,333	+111%	+$10.2M	﹤0.01%	3159
2026 Q1	$9.09M	Buy	333,567 +328,731	+6,798%	+$8.03M	﹤0.01%	3645
2025 Q4	$107K	Buy	4,836 +4,834	+241,700%	+$111K	﹤0.01%	6166
2025 Q3	$50	Hold	2	–	–	﹤0.01%	7851
2025 Q2	$47	Hold	2	–	–	﹤0.01%	7804
2025 Q1	$46	Buy	2 +1	+100%	+$21	﹤0.01%	7748
2024 Q4	$34	Buy	+1	New	+$20	﹤0.01%	7734

Other funds holding SDCI

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley's SDCI Position: Q2 2026 in Review

Morgan Stanley increased its USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) stake by 111% in Q2 2026, buying an estimated $10.2M and bringing the position to 702,900 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Morgan Stanley first reported a position in SDCI in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold SDCI as of Q2 2026.

Morgan Stanley held 702,900 shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund worth $18.6M as of Q2 2026.
Morgan Stanley bought 369,333 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund shares in Q2 2026, an estimated $10.2M.
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3159 holding.
Morgan Stanley first reported a position in USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund as of Q2 2026.

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