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
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 Sell
161
-161
-50% -$9.46K ﹤0.01% 6710
2023
Q4 		$17.8K Buy
322
+161
+100% +$8.4K ﹤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 $3.65B AUM 15.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley's XCOR Position: Q1 2026 in Review

Morgan Stanley held its FundX ETF (XCOR) position steady in Q1 2026 at 1,563 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #6077.

Morgan Stanley first reported a position in XCOR in Q4 2022 and has held it in 14 quarters since. The position peaked at $126K in Q4 2025. 13 funds tracked by Wall St. Rank hold XCOR as of Q1 2026.

  • Morgan Stanley held 1,563 shares of FundX ETF worth $120K as of Q1 2026.
  • Morgan Stanley left its FundX ETF share count unchanged in Q1 2026.
  • FundX ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6077 holding.
  • Morgan Stanley first reported a position in FundX ETF in Q4 2022 and has held it in 14 quarters since.
  • Morgan Stanley's FundX ETF position peaked at $126K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held FundX ETF as of Q1 2026.

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