Morgan Stanley
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Morgan Stanley’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Morgan Stanley’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.3M Buy
691,776
+11,685
+2% +$833K ﹤0.01% 2190
2026
Q1 		$43.7M Sell
680,091
-15,242
-2% -$1.02M ﹤0.01% 2241
2025
Q4 		$47.6M Buy
695,333
+43,161
+7% +$2.95M ﹤0.01% 2125
2025
Q3 		$44.5M Buy
652,172
+15,304
+2% +$990K ﹤0.01% 2103
2025
Q2 		$39.8M Buy
636,868
+57,823
+10% +$3.36M ﹤0.01% 2135
2025
Q1 		$32.9M Buy
579,045
+110,009
+23% +$6.6M ﹤0.01% 2197
2024
Q4 		$28.2M Buy
469,036
+50,546
+12% +$2.98M ﹤0.01% 2405
2024
Q3 		$23.8M Buy
418,490
+44,112
+12% +$2.42M ﹤0.01% 2626
2024
Q2 		$20.3M Buy
374,378
+27,629
+8% +$1.42M ﹤0.01% 2650
2024
Q1 		$17.8M Buy
346,749
+84,806
+32% +$4.19M ﹤0.01% 2827
2023
Q4 		$12.2M Buy
261,943
+195,555
+295% +$8.66M ﹤0.01% 3149
2023
Q3 		$2.84M Buy
66,388
+990
+2% +$43.7K ﹤0.01% 4142
2023
Q2 		$2.86M Buy
65,398
+10,701
+20% +$440K ﹤0.01% 4186
2023
Q1 		$2.18M Sell
54,697
-23,895
-30% -$906K ﹤0.01% 4411
2022
Q4 		$2.83M Sell
78,592
-2,334
-3% -$84.4K ﹤0.01% 4218
2022
Q3 		$2.73M Sell
80,926
-4,343
-5% -$165K ﹤0.01% 4209
2022
Q2 		$3.12M Sell
85,269
-2,836
-3% -$112K ﹤0.01% 4170
2022
Q1 		$3.76M Sell
88,105
-22,296
-20% -$935K ﹤0.01% 3990
2021
Q4 		$4.89M Buy
110,401
+1,098
+1% +$46.9K ﹤0.01% 3743
2021
Q3 		$4.41M Sell
109,303
-2,291
-2% -$94.2K ﹤0.01% 3867
2021
Q2 		$4.43M Buy
111,594
+1,231
+1% +$47.5K ﹤0.01% 3911
2021
Q1 		$4.07M Sell
110,363
-4,762
-4% -$172K ﹤0.01% 3622
2020
Q4 		$4.11M Buy
115,125
+9,442
+9% +$321K ﹤0.01% 3472
2020
Q3 		$3.49M Buy
105,683
+6,472
+7% +$209K ﹤0.01% 3084
2020
Q2 		$2.98M Buy
99,211
+15,063
+18% +$436K ﹤0.01% 3200
2020
Q1 		$2.18M Sell
84,148
-56,938
-40% -$1.7M ﹤0.01% 3287
2019
Q4 		$4.42M Buy
141,086
+15,319
+12% +$461K ﹤0.01% 3327
2019
Q3 		$3.69M Buy
125,767
+125,367
+31,342% +$3.65M ﹤0.01% 3202
2019
Q2 		$12K Buy
+400
New +$11.4K ﹤0.01% 6085
2018
Q4 		– Sell
-41
Closed -$1K – 6740
2018
Q3 		$1K Buy
+41
New +$1.12K ﹤0.01% 6654

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Morgan Stanley's USMC Position: Q2 2026 in Review

Morgan Stanley increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.7% in Q2 2026, buying an estimated $833K and bringing the position to 691,776 shares worth $51.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Morgan Stanley first reported a position in USMC in Q3 2018 and has held it in 30 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Morgan Stanley held 691,776 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $51.3M as of Q2 2026.
  • Morgan Stanley bought 11,685 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $833K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2190 holding.
  • Morgan Stanley first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2018 and has held it in 30 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

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