Morgan Stanley
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Morgan Stanley’s VictoryShares US Value Momentum ETF ULVM Stock Holding History

Morgan Stanley’s Portfolio ULVM Stock Details ULVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15K Buy
141
+1
+0.7% +$102 ﹤0.01% 6918
2026
Q1 		$13.4K Hold
140
– – ﹤0.01% 6864
2025
Q4 		$12.8K Hold
140
– – ﹤0.01% 6828
2025
Q3 		$12.7K Buy
140
+139
+13,900% +$12.1K ﹤0.01% 6837
2025
Q2 		$121 Buy
+1
New +$80 ﹤0.01% 7628
2025
Q1 		– Sell
-1
Closed -$95 – 8217
2024
Q4 		$95 Sell
1
-198
-99% -$16.4K ﹤0.01% 7474
2024
Q3 		$16.1K Buy
199
+1
+0.5% +$77 ﹤0.01% 6568
2024
Q2 		$14.8K Sell
198
-1
-0.5% -$74 ﹤0.01% 6551
2024
Q1 		$15.2K Buy
199
+1
+0.5% +$71 ﹤0.01% 6567
2023
Q4 		$13.5K Hold
198
– – ﹤0.01% 6555
2023
Q3 		$12.2K Hold
198
– – ﹤0.01% 6658
2023
Q2 		$12.7K Hold
198
– – ﹤0.01% 6722
2023
Q1 		$12.5K Hold
198
– – ﹤0.01% 6805
2022
Q4 		$12.5K Buy
+198
New +$12.4K ﹤0.01% 6858
2022
Q1 		– Sell
-83
Closed -$6K – 8123
2021
Q4 		$6K Buy
+83
New +$5.71K ﹤0.01% 7612
2020
Q4 		– Sell
-1,546
Closed -$75K – 7116
2020
Q3 		$75K Buy
+1,546
New +$74K ﹤0.01% 5554

Other funds holding ULVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley's ULVM Position: Q2 2026 in Review

Morgan Stanley increased its VictoryShares US Value Momentum ETF (ULVM) stake by 0.71% in Q2 2026, buying an estimated $102 and bringing the position to 141 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #6918.

Morgan Stanley first reported a position in ULVM in Q3 2020 and has held it in 16 quarters since. The position peaked at $75K in Q3 2020. 16 funds tracked by Wall St. Rank hold ULVM as of Q2 2026.

  • Morgan Stanley held 141 shares of VictoryShares US Value Momentum ETF worth $15K as of Q2 2026.
  • Morgan Stanley bought 1 VictoryShares US Value Momentum ETF share in Q2 2026, an estimated $102.
  • VictoryShares US Value Momentum ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6918 holding.
  • Morgan Stanley first reported a position in VictoryShares US Value Momentum ETF in Q3 2020 and has held it in 16 quarters since.
  • Morgan Stanley's VictoryShares US Value Momentum ETF position peaked at $75K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held VictoryShares US Value Momentum ETF as of Q2 2026.

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