Morgan Stanley’s Xcel Brands XELB Stock Holding History

Morgan Stanley’s Portfolio XELB Stock Details XELB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	10,000	–	–	﹤0.01%	6856
2026 Q1	$15.5K	Hold	10,000	–	–	﹤0.01%	6818
2025 Q4	$10.8K	Buy	10,000 +9,300	+1,329%	+$12.1K	﹤0.01%	6871
2025 Q3	$1.23K	Hold	700	–	–	﹤0.01%	7374
2025 Q2	$1.27K	Hold	700	–	–	﹤0.01%	7305
2025 Q1	$1.97K	Hold	700	–	–	﹤0.01%	7182
2024 Q4	$3.61K	Hold	700	–	–	﹤0.01%	7086
2024 Q3	$5.24K	Hold	700	–	–	﹤0.01%	6907
2024 Q2	$4.13K	Hold	700	–	–	﹤0.01%	6896
2024 Q1	$5.46K	Buy	+700	New	+$7.7K	﹤0.01%	6870
2023 Q1	–	Hold	0	–	-$1	–	7835
2022 Q4	–	Hold	0	–	–	–	7876
2022 Q2	–	Sell	-64	Closed	-$1K	–	7995
2022 Q1	$1K	Buy	+64	New	+$796	﹤0.01%	7879
2021 Q2	–	Sell	-500	Closed	-$10K	–	7810
2021 Q1	$10K	Buy	500 +250	+100%	+$4.33K	﹤0.01%	6947
2020 Q4	$3K	Buy	+250	New	+$2.51K	﹤0.01%	6859
2020 Q2	–	Sell	-7	Closed	–	–	6736
2020 Q1	$0	Buy	+7	New	+$87	﹤0.01%	6722
2019 Q4	–	Sell	-300	Closed	-$6K	–	6778
2019 Q3	$6K	Buy	+300	New	+$6.11K	﹤0.01%	6336
2016 Q4	–	Sell	-500	Closed	-$25K	–	6569
2016 Q3	$25K	Hold	500	–	–	﹤0.01%	5846
2016 Q2	$25K	Sell	500 -3	-0.6%	-$174	﹤0.01%	5781
2016 Q1	$29K	Hold	503	–	–	﹤0.01%	5810
2015 Q4	$37K	Buy	503 +3	+0.6%	+$226	﹤0.01%	5827
2015 Q3	$43K	Buy	+500	New	+$43.7K	﹤0.01%	5795

Other funds holding XELB

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

PCM

Potomac Capital Management New York $147M AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Morgan Stanley's XELB Position: Q2 2026 in Review

Morgan Stanley held its Xcel Brands (XELB) position steady in Q2 2026 at 10,000 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #6856.

Morgan Stanley first reported a position in XELB in Q3 2015 and has held it in 20 quarters since. The position peaked at $43K in Q3 2015. 11 funds tracked by Wall St. Rank hold XELB as of Q2 2026.

Morgan Stanley held 10,000 shares of Xcel Brands worth $18K as of Q2 2026.
Morgan Stanley left its Xcel Brands share count unchanged in Q2 2026.
Xcel Brands made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6856 holding.
Morgan Stanley first reported a position in Xcel Brands in Q3 2015 and has held it in 20 quarters since.
Morgan Stanley's Xcel Brands position peaked at $43K in Q3 2015.
11 funds tracked by Wall St. Rank held Xcel Brands as of Q2 2026.

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