Morgan Stanley
TPZ

Morgan Stanley’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Morgan Stanley’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.79M Sell
82,038
-5,572
-6% -$120K ﹤0.01% 4834
2025
Q4 		$1.79M Sell
87,610
-17,356
-17% -$363K ﹤0.01% 4890
2025
Q3 		$2.21M Sell
104,966
-5,916
-5% -$122K ﹤0.01% 4715
2025
Q2 		$2.27M Sell
110,882
-11,124
-9% -$219K ﹤0.01% 4622
2025
Q1 		$2.52M Sell
122,006
-27,800
-19% -$580K ﹤0.01% 4460
2024
Q4 		$3.01M Buy
149,806
+117,398
+362% +$2.3M ﹤0.01% 4402
2024
Q3 		$587K Buy
32,408
+468
+1% +$8.09K ﹤0.01% 5321
2024
Q2 		$504K Sell
31,940
-1,142
-3% -$17.6K ﹤0.01% 5290
2024
Q1 		$516K Sell
33,082
-33,606
-50% -$487K ﹤0.01% 5292
2023
Q4 		$935K Buy
66,688
+32,485
+95% +$439K ﹤0.01% 5324
2023
Q3 		$457K Sell
34,203
-7,440
-18% -$101K ﹤0.01% 5207
2023
Q2 		$550K Buy
41,643
+998
+2% +$12.8K ﹤0.01% 5158
2023
Q1 		$522K Buy
40,645
+2,485
+7% +$32.8K ﹤0.01% 5231
2022
Q4 		$487K Sell
38,160
-5,234
-12% -$69.4K ﹤0.01% 5265
2022
Q3 		$542K Buy
43,394
+2,986
+7% +$39.4K ﹤0.01% 5230
2022
Q2 		$506K Buy
40,408
+2,774
+7% +$38.6K ﹤0.01% 5417
2022
Q1 		$536K Sell
37,634
-5,651
-13% -$79.6K ﹤0.01% 5365
2021
Q4 		$590K Sell
43,285
-2,600
-6% -$34.8K ﹤0.01% 5447
2021
Q3 		$608K Sell
45,885
-1,232
-3% -$16.2K ﹤0.01% 5367
2021
Q2 		$646K Sell
47,117
-9,511
-17% -$124K ﹤0.01% 5364
2021
Q1 		$685K Sell
56,628
-16,532
-23% -$194K ﹤0.01% 4973
2020
Q4 		$811K Buy
73,160
+6,352
+10% +$61.5K ﹤0.01% 4784
2020
Q3 		$569K Buy
66,808
+12,015
+22% +$109K ﹤0.01% 4570
2020
Q2 		$495K Buy
54,793
+4,326
+9% +$39.3K ﹤0.01% 4601
2020
Q1 		$353K Buy
50,467
+6,789
+16% +$94.9K ﹤0.01% 4574
2019
Q4 		$741K Sell
43,678
-3,512
-7% -$59K ﹤0.01% 4712
2019
Q3 		$850K Sell
47,190
-11,890
-20% -$216K ﹤0.01% 4392
2019
Q2 		$1.08M Sell
59,080
-38,781
-40% -$723K ﹤0.01% 4172
2019
Q1 		$1.82M Sell
97,861
-30,788
-24% -$561K ﹤0.01% 3662
2018
Q4 		$2.05M Sell
128,649
-18,103
-12% -$317K ﹤0.01% 3742
2018
Q3 		$2.8M Buy
146,752
+1,707
+1% +$32.9K ﹤0.01% 3723
2018
Q2 		$2.73M Buy
145,045
+49,793
+52% +$930K ﹤0.01% 3785
2018
Q1 		$1.71M Buy
95,252
+33,929
+55% +$664K ﹤0.01% 4143
2017
Q4 		$1.26M Sell
61,323
-657
-1% -$13.4K ﹤0.01% 4388
2017
Q3 		$1.32M Buy
61,980
+7,933
+15% +$164K ﹤0.01% 4242
2017
Q2 		$1.14M Buy
54,047
+1,796
+3% +$39.4K ﹤0.01% 4276
2017
Q1 		$1.15M Buy
52,251
+3,079
+6% +$68.6K ﹤0.01% 4278
2016
Q4 		$1.09M Buy
49,172
+2,616
+6% +$56.1K ﹤0.01% 4404
2016
Q3 		$1.04M Sell
46,556
-1,939
-4% -$40.2K ﹤0.01% 4005
2016
Q2 		$948K Sell
48,495
-9,346
-16% -$174K ﹤0.01% 4012
2016
Q1 		$1M Buy
57,841
+14,815
+34% +$228K ﹤0.01% 3939
2015
Q4 		$722K Sell
43,026
-17,414
-29% -$325K ﹤0.01% 4282
2015
Q3 		$1.14M Buy
60,440
+3,735
+7% +$82.7K ﹤0.01% 4002
2015
Q2 		$1.33M Sell
56,705
-10,692
-16% -$287K ﹤0.01% 3978
2015
Q1 		$1.78M Buy
67,397
+8,872
+15% +$231K ﹤0.01% 3681
2014
Q4 		$1.51M Buy
58,525
+2,859
+5% +$77.2K ﹤0.01% 3793
2014
Q3 		$1.56M Buy
55,666
+1,584
+3% +$45.2K ﹤0.01% 3637
2014
Q2 		$1.54M Sell
54,082
-1,715
-3% -$46.3K ﹤0.01% 3700
2014
Q1 		$1.42M Sell
55,797
-1,659
-3% -$42K ﹤0.01% 3715
2013
Q4 		$1.48M Sell
57,456
-4,164
-7% -$102K ﹤0.01% 3618
2013
Q3 		$1.52M Buy
61,620
+697
+1% +$17.8K ﹤0.01% 3449
2013
Q2 		$1.55M Buy
+60,923
New +$1.61M ﹤0.01% 3351

Other funds holding TPZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Morgan Stanley's TPZ Position: Q1 2026 in Review

Morgan Stanley reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 6.4% in Q1 2026, selling an estimated $120K and leaving 82,038 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #4834.

Morgan Stanley first reported a position in TPZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.01M in Q4 2024. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • Morgan Stanley held 82,038 shares of Tortoise Electrification Infrastructure ETF worth $1.79M as of Q1 2026.
  • Morgan Stanley sold 5,572 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $120K.
  • Tortoise Electrification Infrastructure ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4834 holding.
  • Morgan Stanley first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Tortoise Electrification Infrastructure ETF position peaked at $3.01M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

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