Morgan Stanley’s Fairlead Tactical Sector ETF TACK Stock Holding History

Morgan Stanley’s Portfolio TACK Stock Details TACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98K	Sell	62 -220	-78%	-$6.84K	﹤0.01%	7408
2026 Q1	$8.6K	Sell	282 -365	-56%	-$11.3K	﹤0.01%	6990
2025 Q4	$19.4K	Sell	647 -20	-3%	-$599	﹤0.01%	6702
2025 Q3	$20K	Hold	667	–	–	﹤0.01%	6689
2025 Q2	$18.8K	Sell	667 -51	-7%	-$1.39K	﹤0.01%	6670
2025 Q1	$19.5K	Sell	718 -10	-1%	-$278	﹤0.01%	6580
2024 Q4	$19.9K	Sell	728 -15	-2%	-$424	﹤0.01%	6573
2024 Q3	$20.9K	Buy	743 +327	+79%	+$8.8K	﹤0.01%	6492
2024 Q2	$10.8K	Buy	416 +1	+0.2%	+$26	﹤0.01%	6657
2024 Q1	$11K	Buy	415 +370	+822%	+$9.38K	﹤0.01%	6670
2023 Q4	$1.12K	Buy	+45	New	+$1.06K	﹤0.01%	7124
2022 Q4	–	Sell	-440	Closed	-$10K	–	7956
2022 Q3	$10K	Buy	+440	New	+$10.4K	﹤0.01%	7072

Other funds holding TACK

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Morgan Stanley's TACK Position: Q2 2026 in Review

Morgan Stanley reduced its Fairlead Tactical Sector ETF (TACK) stake by 78% in Q2 2026, selling an estimated $6.84K and leaving 62 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #7408.

Morgan Stanley first reported a position in TACK in Q3 2022 and has held it in 12 quarters since. The position peaked at $20.9K in Q3 2024. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

Morgan Stanley held 62 shares of Fairlead Tactical Sector ETF worth $1.98K as of Q2 2026.
Morgan Stanley sold 220 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $6.84K.
Fairlead Tactical Sector ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7408 holding.
Morgan Stanley first reported a position in Fairlead Tactical Sector ETF in Q3 2022 and has held it in 12 quarters since.
Morgan Stanley's Fairlead Tactical Sector ETF position peaked at $20.9K in Q3 2024.
39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

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