Morgan Stanley
STXS icon

Morgan Stanley’s Stereotaxis STXS Stock Holding History

Morgan Stanley’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241K Sell
130,803
-61,045
-32% -$134K ﹤0.01% 5798
2025
Q4 		$441K Buy
191,848
+74,120
+63% +$197K ﹤0.01% 5572
2025
Q3 		$366K Sell
117,728
-65,294
-36% -$169K ﹤0.01% 5635
2025
Q2 		$388K Sell
183,022
-19,778
-10% -$40.2K ﹤0.01% 5579
2025
Q1 		$357K Buy
202,800
+24,832
+14% +$52.9K ﹤0.01% 5482
2024
Q4 		$406K Buy
177,968
+17,201
+11% +$36K ﹤0.01% 5507
2024
Q3 		$328K Buy
160,767
+83,544
+108% +$168K ﹤0.01% 5576
2024
Q2 		$141K Sell
77,223
-14,634
-16% -$32.8K ﹤0.01% 5823
2024
Q1 		$240K Sell
91,857
-24,467
-21% -$58.1K ﹤0.01% 5667
2023
Q4 		$204K Buy
116,324
+92,373
+386% +$149K ﹤0.01% 5941
2023
Q3 		$37.8K Sell
23,951
-1,999
-8% -$3.2K ﹤0.01% 6280
2023
Q2 		$39.7K Sell
25,950
-47,686
-65% -$88.4K ﹤0.01% 6312
2023
Q1 		$150K Buy
73,636
+27,794
+61% +$62.5K ﹤0.01% 5837
2022
Q4 		$94.9K Sell
45,842
-32,222
-41% -$63K ﹤0.01% 6000
2022
Q3 		$141K Sell
78,064
-112,748
-59% -$242K ﹤0.01% 5901
2022
Q2 		$350K Buy
190,812
+153,062
+405% +$366K ﹤0.01% 5601
2022
Q1 		$142K Buy
37,750
+18,361
+95% +$86.7K ﹤0.01% 6111
2021
Q4 		$121K Sell
19,389
-456,725
-96% -$2.73M ﹤0.01% 6326
2021
Q3 		$2.56M Buy
476,114
+160,397
+51% +$1.21M ﹤0.01% 4373
2021
Q2 		$3.04M Buy
315,717
+305,835
+3,095% +$2.41M ﹤0.01% 4277
2021
Q1 		$67K Sell
9,882
-28,256
-74% -$168K ﹤0.01% 6212
2020
Q4 		$194K Sell
38,138
-22,408
-37% -$91.7K ﹤0.01% 5605
2020
Q3 		$216K Sell
60,546
-6,052
-9% -$23.3K ﹤0.01% 5075
2020
Q2 		$297K Buy
66,598
+14,954
+29% +$60.5K ﹤0.01% 4886
2020
Q1 		$156K Buy
51,644
+51,439
+25,092% +$213K ﹤0.01% 4977
2019
Q4 		$1K Buy
+205
New +$815 ﹤0.01% 6590
2016
Q2 		– Sell
-38
Closed – – 6648
2016
Q1 		$0 Sell
38
-799
-95% -$682 ﹤0.01% 6708
2015
Q4 		$1K Buy
837
+37
+5% +$35 ﹤0.01% 6575
2015
Q3 		$1K Sell
800
-245
-23% -$243 ﹤0.01% 6549
2015
Q2 		$1K Buy
1,045
+2
+0.2% +$3 ﹤0.01% 6578
2015
Q1 		$2K Sell
1,043
-1
-0.1% -$2 ﹤0.01% 6434
2014
Q4 		$1K Sell
1,044
-111
-10% -$155 ﹤0.01% 6493
2014
Q3 		$2K Buy
1,155
+42
+4% +$100 ﹤0.01% 6447
2014
Q2 		$3K Sell
1,113
-19,285
-95% -$57.4K ﹤0.01% 6355
2014
Q1 		$69K Sell
20,398
-5,625
-22% -$21.9K ﹤0.01% 5590
2013
Q4 		$75K Buy
+26,023
New +$73.1K ﹤0.01% 5457

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley's STXS Position: Q1 2026 in Review

Morgan Stanley reduced its Stereotaxis (STXS) stake by 32% in Q1 2026, selling an estimated $134K and leaving 130,803 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #5798.

Morgan Stanley first reported a position in STXS in Q4 2013 and has held it in 36 quarters since. The position peaked at $3.04M in Q2 2021. 115 funds tracked by Wall St. Rank hold STXS as of Q1 2026.

  • Morgan Stanley held 130,803 shares of Stereotaxis worth $241K as of Q1 2026.
  • Morgan Stanley sold 61,045 Stereotaxis shares in Q1 2026, an estimated $134K.
  • Stereotaxis made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5798 holding.
  • Morgan Stanley first reported a position in Stereotaxis in Q4 2013 and has held it in 36 quarters since.
  • Morgan Stanley's Stereotaxis position peaked at $3.04M in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2026.

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