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Disclosery

MORGAN STANLEY: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on MTUM, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 2,708,782 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,708,782 shares
    Change vs previous 13F -373,237 shares

    0.05% of the 13F portfolio, value $928,652,424.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,082,019 shares
    Change vs previous 13F +227,399 shares

    0.04% of the 13F portfolio, value $739,654,140.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 2,854,620 shares
    Change vs previous 13F -405,656 shares

    0.04% of the 13F portfolio, value $714,540,456.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 3,260,276 shares
    Change vs previous 13F +739,203 shares

    0.05% of the 13F portfolio, value $836,098,155.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,521,073 shares
    Change vs previous 13F +296,339 shares

    0.04% of the 13F portfolio, value $605,864,652.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,224,734 shares
    Change vs previous 13F +28,103 shares

    0.03% of the 13F portfolio, value $449,685,977.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 2,196,631 shares
    Change vs previous 13F +766,663 shares

    0.03% of the 13F portfolio, value $454,527,427.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,429,968 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,940,701.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).