Morgan Stanley’s Destiny Tech100 DXYZ Stock Holding History

Morgan Stanley’s Portfolio DXYZ Stock Details DXYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.99M	Buy	223,847 +137,202	+158%	+$3.96M	﹤0.01%	3999
2025 Q4	$2.65M	Buy	86,645 +38,094	+78%	+$1.02M	﹤0.01%	4612
2025 Q3	$1.03M	Buy	48,551 +3,843	+9%	+$115K	﹤0.01%	5160
2025 Q2	$1.7M	Sell	44,708 -66,868	-60%	-$2.54M	﹤0.01%	4806
2025 Q1	$3.95M	Buy	111,576 +78,539	+238%	+$3.72M	﹤0.01%	4126
2024 Q4	$1.94M	Buy	33,037 +14,372	+77%	+$491K	﹤0.01%	4710
2024 Q3	$186K	Sell	18,665 -97,086	-84%	-$1.18M	﹤0.01%	5778
2024 Q2	$1.76M	Buy	115,751 +115,469	+40,946%	+$2.5M	﹤0.01%	4644
2024 Q1	$7.05K	Buy	+282	New	+$4.85K	﹤0.01%	6806

Other funds holding DXYZ

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley's DXYZ Position: Q1 2026 in Review

Morgan Stanley increased its Destiny Tech100 (DXYZ) stake by 158% in Q1 2026, buying an estimated $3.96M and bringing the position to 223,847 shares worth $5.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Morgan Stanley first reported a position in DXYZ in Q1 2024 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

Morgan Stanley held 223,847 shares of Destiny Tech100 worth $5.99M as of Q1 2026.
Morgan Stanley bought 137,202 Destiny Tech100 shares in Q1 2026, an estimated $3.96M.
Destiny Tech100 made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3999 holding.
Morgan Stanley first reported a position in Destiny Tech100 in Q1 2024 and has held it in 9 quarters since.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.