Morgan Stanley’s Global X Defense Tech ETF SHLD Stock Holding History

Morgan Stanley’s Portfolio SHLD Stock Details SHLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217M	Buy	3,635,394 +74,240	+2%	+$4.94M	0.01%	992
2026 Q1	$252M	Buy	3,561,154 +887,321	+33%	+$66.1M	0.02%	827
2025 Q4	$173M	Buy	2,673,833 +334,218	+14%	+$22M	0.01%	1028
2025 Q3	$164M	Buy	2,339,615 +628,344	+37%	+$39.4M	0.01%	1044
2025 Q2	$103M	Buy	1,711,271 +949,998	+125%	+$51.1M	0.01%	1296
2025 Q1	$35.4M	Buy	761,273 +559,680	+278%	+$23.7M	﹤0.01%	2132
2024 Q4	$7.54M	Buy	+201,593	New	+$7.79M	﹤0.01%	3635

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley's SHLD Position: Q2 2026 in Review

Morgan Stanley increased its Global X Defense Tech ETF (SHLD) stake by 2.1% in Q2 2026, buying an estimated $4.94M and bringing the position to 3,635,394 shares worth $217M. The position accounts for 0.01% of the portfolio, ranked #992.

Morgan Stanley first reported a position in SHLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $252M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Morgan Stanley held 3,635,394 shares of Global X Defense Tech ETF worth $217M as of Q2 2026.
Morgan Stanley bought 74,240 Global X Defense Tech ETF shares in Q2 2026, an estimated $4.94M.
Global X Defense Tech ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #992 holding.
Morgan Stanley first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 7 quarters since.
Morgan Stanley's Global X Defense Tech ETF position peaked at $252M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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