Morgan Stanley
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Morgan Stanley’s SoFi Select 500 ETF SFY Stock Holding History

Morgan Stanley’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304K Buy
2,042
+799
+64% +$114K ﹤0.01% 5774
2026
Q1 		$155K Sell
1,243
-239
-16% -$31.3K ﹤0.01% 5978
2025
Q4 		$196K Sell
1,482
-128
-8% -$16.8K ﹤0.01% 5944
2025
Q3 		$208K Buy
1,610
+96
+6% +$11.8K ﹤0.01% 5871
2025
Q2 		$179K Buy
1,514
+3
+0.2% +$321 ﹤0.01% 5896
2025
Q1 		$154K Sell
1,511
-59
-4% -$6.43K ﹤0.01% 5840
2024
Q4 		$171K Buy
1,570
+368
+31% +$40.2K ﹤0.01% 5849
2024
Q3 		$125K Buy
1,202
+104
+9% +$10.4K ﹤0.01% 5913
2024
Q2 		$109K Buy
1,098
+488
+80% +$46K ﹤0.01% 5932
2024
Q1 		$56.8K Buy
610
+87
+17% +$7.68K ﹤0.01% 6165
2023
Q4 		$44.3K Sell
523
-2,025
-79% -$161K ﹤0.01% 6204
2023
Q3 		$195K Buy
2,548
+2,170
+574% +$171K ﹤0.01% 5582
2023
Q2 		$29.6K Hold
378
– – ﹤0.01% 6416
2023
Q1 		$27.3K Sell
378
-100
-21% -$7K ﹤0.01% 6513
2022
Q4 		$31.8K Hold
478
– – ﹤0.01% 6484
2022
Q3 		$30K Buy
478
+201
+73% +$14.1K ﹤0.01% 6624
2022
Q2 		$18K Sell
277
-1,000
-78% -$72.9K ﹤0.01% 7030
2022
Q1 		$105K Sell
1,277
-82
-6% -$6.59K ﹤0.01% 6274
2021
Q4 		$119K Buy
+1,359
New +$116K ﹤0.01% 6340
2021
Q2 		– Sell
-111
Closed -$8K – 7793
2021
Q1 		$8K Buy
+111
New +$7.88K ﹤0.01% 7011

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Morgan Stanley's SFY Position: Q2 2026 in Review

Morgan Stanley increased its SoFi Select 500 ETF (SFY) stake by 64% in Q2 2026, buying an estimated $114K and bringing the position to 2,042 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #5774.

Morgan Stanley first reported a position in SFY in Q1 2021 and has held it in 20 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • Morgan Stanley held 2,042 shares of SoFi Select 500 ETF worth $304K as of Q2 2026.
  • Morgan Stanley bought 799 SoFi Select 500 ETF shares in Q2 2026, an estimated $114K.
  • SoFi Select 500 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5774 holding.
  • Morgan Stanley first reported a position in SoFi Select 500 ETF in Q1 2021 and has held it in 20 quarters since.
  • 61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

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