Morgan Stanley
STXF

Morgan Stanley’s Strive 500 ETF STXF Stock Holding History

Morgan Stanley’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$504K Sell
12,004
-2,736
-19% -$120K ﹤0.01% 5482
2025
Q4 		$650K Buy
14,740
+1
+0% +$44 ﹤0.01% 5384
2025
Q3 		$637K Sell
14,739
-84
-0.6% -$3.48K ﹤0.01% 5408
2025
Q2 		$594K Buy
14,823
+11,359
+328% +$420K ﹤0.01% 5385
2025
Q1 		$125K Sell
3,464
-26
-0.7% -$986 ﹤0.01% 5915
2024
Q4 		$132K Buy
3,490
+564
+19% +$21.4K ﹤0.01% 5944
2024
Q3 		$108K Buy
2,926
+400
+16% +$14.2K ﹤0.01% 5975
2024
Q2 		$88.4K Buy
2,526
+1
+0% +$34 ﹤0.01% 6002
2024
Q1 		$85K Buy
2,525
+2,523
+126,150% +$80.8K ﹤0.01% 6054
2023
Q4 		$110 Buy
+2
New +$57 ﹤0.01% 7449
2023
Q3 		– Sell
-100
Closed -$2.83K – 7699
2023
Q2 		$2.83K Buy
+100
New +$2.68K ﹤0.01% 7117

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley's STXF Position: Q1 2026 in Review

Morgan Stanley reduced its Strive 500 ETF (STXF) stake by 19% in Q1 2026, selling an estimated $120K and leaving 12,004 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #5482.

Morgan Stanley first reported a position in STXF in Q2 2023 and has held it in 11 quarters since. The position peaked at $650K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Morgan Stanley held 12,004 shares of Strive 500 ETF worth $504K as of Q1 2026.
  • Morgan Stanley sold 2,736 Strive 500 ETF shares in Q1 2026, an estimated $120K.
  • Strive 500 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5482 holding.
  • Morgan Stanley first reported a position in Strive 500 ETF in Q2 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Strive 500 ETF position peaked at $650K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

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