Morgan Stanley’s XCHG Ltd XCH Stock Holding History

Morgan Stanley’s Portfolio XCH Stock Details XCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.8K	Buy	2,453 +250	+11%	+$4.3K	﹤0.01%	6594
2026 Q1	$48.9K	Buy	+2,203	New	+$50.5K	﹤0.01%	6432
2025 Q3	–	Sell	-981	Closed	-$26.3K	–	8423
2025 Q2	$26.3K	Buy	981 +55	+6%	+$1.44K	﹤0.01%	6563
2025 Q1	$22.2K	Buy	+926	New	+$24.3K	﹤0.01%	6535

Other funds holding XCH

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

NCM

Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $309M AUM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley's XCH Position: Q2 2026 in Review

Morgan Stanley increased its XCHG Ltd (XCH) stake by 11% in Q2 2026, buying an estimated $4.3K and bringing the position to 2,453 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6594.

Morgan Stanley first reported a position in XCH in Q1 2025 and has held it in 4 quarters since. The position peaked at $48.9K in Q1 2026. 8 funds tracked by Wall St. Rank hold XCH as of Q2 2026.

Morgan Stanley held 2,453 shares of XCHG Ltd worth $38.8K as of Q2 2026.
Morgan Stanley bought 250 XCHG Ltd shares in Q2 2026, an estimated $4.3K.
XCHG Ltd made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6594 holding.
Morgan Stanley first reported a position in XCHG Ltd in Q1 2025 and has held it in 4 quarters since.
Morgan Stanley's XCHG Ltd position peaked at $48.9K in Q1 2026.
8 funds tracked by Wall St. Rank held XCHG Ltd as of Q2 2026.

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