Morgan Stanley’s Xiao-I AIXI Stock Holding History

Morgan Stanley’s Portfolio AIXI Stock Details AIXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296	Hold	161	–	–	﹤0.01%	7790
2026 Q1	$378	Buy	161 +135	+519%	+$666	﹤0.01%	7647
2025 Q4	$214	Hold	26	–	–	﹤0.01%	7621
2025 Q3	$653	Hold	26	–	–	﹤0.01%	7452
2025 Q2	$1.49K	Hold	26	–	–	﹤0.01%	7282
2025 Q1	$2.24K	Hold	26	–	–	﹤0.01%	7152
2024 Q4	$3.01K	Buy	+26	New	+$2.94K	﹤0.01%	7116
2023 Q4	–	Sell	-6	Closed	-$1.9K	–	7825
2023 Q3	$1.9K	Buy	+6	New	+$4.85K	﹤0.01%	7143

Other funds holding AIXI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Morgan Stanley's AIXI Position: Q2 2026 in Review

Morgan Stanley held its Xiao-I (AIXI) position steady in Q2 2026 at 161 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #7790.

Morgan Stanley first reported a position in AIXI in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.01K in Q4 2024. 5 funds tracked by Wall St. Rank hold AIXI as of Q2 2026.

Morgan Stanley held 161 shares of Xiao-I worth $296 as of Q2 2026.
Morgan Stanley left its Xiao-I share count unchanged in Q2 2026.
Xiao-I made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7790 holding.
Morgan Stanley first reported a position in Xiao-I in Q3 2023 and has held it in 8 quarters since.
Morgan Stanley's Xiao-I position peaked at $3.01K in Q4 2024.
5 funds tracked by Wall St. Rank held Xiao-I as of Q2 2026.

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