Morgan Stanley
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Morgan Stanley’s Strive 1000 Value ETF STXV Stock Holding History

Morgan Stanley’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61 Hold
1
– – ﹤0.01% 8045
2026
Q1 		$45 Hold
1
– – ﹤0.01% 7987
2025
Q4 		$38 Hold
1
– – ﹤0.01% 7948
2025
Q3 		$46 Hold
1
– – ﹤0.01% 7874
2025
Q2 		$32 Hold
1
– – ﹤0.01% 7909
2025
Q1 		$42 Sell
1
-1
-50% -$31 ﹤0.01% 7781
2024
Q4 		$63 Buy
2
+1
+100% +$31 ﹤0.01% 7550
2024
Q3 		$39 Sell
1
-1
-50% -$29 ﹤0.01% 7656
2024
Q2 		$57 Buy
2
+1
+100% +$28 ﹤0.01% 7459
2024
Q1 		$52 Hold
1
– – ﹤0.01% 7477
2023
Q4 		$32 Buy
+1
New +$25 ﹤0.01% 7601

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Morgan Stanley's STXV Position: Q2 2026 in Review

Morgan Stanley held its Strive 1000 Value ETF (STXV) position steady in Q2 2026 at 1 share worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #8045.

Morgan Stanley first reported a position in STXV in Q4 2023 and has held it in 11 quarters since. The position peaked at $63 in Q4 2024. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • Morgan Stanley held 1 share of Strive 1000 Value ETF worth $61 as of Q2 2026.
  • Morgan Stanley left its Strive 1000 Value ETF share count unchanged in Q2 2026.
  • Strive 1000 Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8045 holding.
  • Morgan Stanley first reported a position in Strive 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Strive 1000 Value ETF position peaked at $63 in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

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