Morgan Stanley
TOPT

Morgan Stanley’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Morgan Stanley’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,096
Closed -$34.2K – 8560
2025
Q4 		$34.2K Buy
1,096
+746
+213% +$23.1K ﹤0.01% 6545
2025
Q3 		$10.7K Sell
350
-990
-74% -$28.5K ﹤0.01% 6879
2025
Q2 		$36.6K Buy
1,340
+789
+143% +$19.6K ﹤0.01% 6465
2025
Q1 		$13.1K Sell
551
-1,073
-66% -$27.5K ﹤0.01% 6722
2024
Q4 		$42.3K Buy
+1,624
New +$41.7K ﹤0.01% 6342

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Morgan Stanley's TOPT Position: Q1 2026 in Review

Morgan Stanley sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q1 2026, closing a stake of 1,096 shares — an estimated $34.2K sold.

Morgan Stanley first reported a position in TOPT in Q4 2024 and held it in 5 quarters. The position peaked at $42.3K in Q4 2024. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Morgan Stanley reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 1,096 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $34.2K.
  • Morgan Stanley first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and held it in 5 quarters.
  • Morgan Stanley's iShares Top 20 U.S. Stocks ETF position peaked at $42.3K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

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