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MORGAN STANLEY: QQQI position timeline

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

MORGAN STANLEY held 45,017 QQQI 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 45,017 shares
    Change vs previous 13F -976,788 shares

    <0.01% of the 13F portfolio, value $2,556,532.

    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 1,021,805 shares
    Change vs previous 13F +605,012 shares

    <0.01% of the 13F portfolio, value $50,773,503.

    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 416,793 shares
    Change vs previous 13F +412,334 shares

    <0.01% of the 13F portfolio, value $22,448,471.

    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 4,459 shares
    Change vs previous 13F +1,604 shares

    <0.01% of the 13F portfolio, value $241,714.

    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 2,855 shares
    Change vs previous 13F +2,115 shares

    <0.01% of the 13F portfolio, value $148,488.

    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 740 shares
    Change vs previous 13F +242 shares

    <0.01% of the 13F portfolio, value $35,098.

    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 498 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $26,080.

    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 500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,671.

    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).