Morgan Stanley’s Strive US Semiconductor ETF SHOC Stock Holding History

Morgan Stanley’s Portfolio SHOC Stock Details SHOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6K	Buy	202 +201	+20,100%	+$15K	﹤0.01%	6836
2025 Q4	$129	Sell	1 -1	-50%	-$67	﹤0.01%	7679
2025 Q3	$149	Buy	2 +1	+100%	+$57	﹤0.01%	7629
2025 Q2	$64	Hold	1	–	–	﹤0.01%	7716
2025 Q1	$63	Sell	1 -1	-50%	-$45	﹤0.01%	7657
2024 Q4	$99	Buy	2 +1	+100%	+$47	﹤0.01%	7470
2024 Q3	$81	Hold	1	–	–	﹤0.01%	7473
2024 Q2	$88	Hold	1	–	–	﹤0.01%	7378
2024 Q1	$74	Buy	+1	New	+$42	﹤0.01%	7406

Other funds holding SHOC

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley's SHOC Position: Q1 2026 in Review

Morgan Stanley increased its Strive US Semiconductor ETF (SHOC) stake by 20,100% in Q1 2026, buying an estimated $15K and bringing the position to 202 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6836.

Morgan Stanley first reported a position in SHOC in Q1 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold SHOC as of Q1 2026.

Morgan Stanley held 202 shares of Strive US Semiconductor ETF worth $14.6K as of Q1 2026.
Morgan Stanley bought 201 Strive US Semiconductor ETF shares in Q1 2026, an estimated $15K.
Strive US Semiconductor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6836 holding.
Morgan Stanley first reported a position in Strive US Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
43 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2026.

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