Morgan Stanley
XCOR icon

Morgan Stanley’s FundX ETF XCOR Stock Holding History

Morgan Stanley’s Portfolio XCOR Stock Details XCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Sell
1,458
-105
-7% -$9.07K ﹤0.01% 6136
2026
Q1 		$120K Hold
1,563
– – ﹤0.01% 6077
2025
Q4 		$126K Hold
1,563
– – ﹤0.01% 6108
2025
Q3 		$122K Buy
1,563
+1,184
+312% +$89.5K ﹤0.01% 6067
2025
Q2 		$27.7K Hold
379
– – ﹤0.01% 6538
2025
Q1 		$24.8K Hold
379
– – ﹤0.01% 6491
2024
Q4 		$27.2K Buy
379
+218
+135% +$15.4K ﹤0.01% 6479
2024
Q3 		$10.9K Hold
161
– – ﹤0.01% 6693
2024
Q2 		$10.7K Hold
161
– – ﹤0.01% 6663
2024
Q1 		$9.9K Hold
161
– – ﹤0.01% 6710
2023
Q4 		$8.91K Hold
161
– – ﹤0.01% 6699
2023
Q3 		$7.94K Hold
161
– – ﹤0.01% 6801
2023
Q2 		$8.29K Hold
161
– – ﹤0.01% 6872
2023
Q1 		$7.74K Hold
161
– – ﹤0.01% 6957
2022
Q4 		$7.87K Buy
+161
New +$8.05K ﹤0.01% 7020

Other funds holding XCOR

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $267M AUM 25.65% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $363M AUM 29.68% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley's XCOR Position: Q2 2026 in Review

Morgan Stanley reduced its FundX ETF (XCOR) stake by 6.7% in Q2 2026, selling an estimated $9.07K and leaving 1,458 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #6136.

Morgan Stanley first reported a position in XCOR in Q4 2022 and has held it in 15 quarters since. 14 funds tracked by Wall St. Rank hold XCOR as of Q2 2026.

  • Morgan Stanley held 1,458 shares of FundX ETF worth $132K as of Q2 2026.
  • Morgan Stanley sold 105 FundX ETF shares in Q2 2026, an estimated $9.07K.
  • FundX ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6136 holding.
  • Morgan Stanley first reported a position in FundX ETF in Q4 2022 and has held it in 15 quarters since.
  • 14 funds tracked by Wall St. Rank held FundX ETF as of Q2 2026.

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