Morgan Stanley
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley's SHLD Position: Q1 2026 in Review

Morgan Stanley increased its Global X Defense Tech ETF (SHLD) stake by 33% in Q1 2026, buying an estimated $66.1M and bringing the position to 3,561,154 shares worth $252M. The position accounts for 0.02% of the portfolio, ranked #827.

Morgan Stanley first reported a position in SHLD in Q4 2024 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Morgan Stanley held 3,561,154 shares of Global X Defense Tech ETF worth $252M as of Q1 2026.
  • Morgan Stanley bought 887,321 Global X Defense Tech ETF shares in Q1 2026, an estimated $66.1M.
  • Global X Defense Tech ETF made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #827 holding.
  • Morgan Stanley first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

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