Morgan Stanley’s Xcel Brands XELB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
PCM
STA
VCM
Morgan Stanley's XELB Position: Q1 2026 in Review
Morgan Stanley held its Xcel Brands (XELB) position steady in Q1 2026 at 10,000 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6818.
Morgan Stanley first reported a position in XELB in Q3 2015 and has held it in 19 quarters since. The position peaked at $43K in Q3 2015. 8 funds tracked by Wall St. Rank hold XELB as of Q1 2026.
- Morgan Stanley held 10,000 shares of Xcel Brands worth $15.5K as of Q1 2026.
- Morgan Stanley left its Xcel Brands share count unchanged in Q1 2026.
- Xcel Brands made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6818 holding.
- Morgan Stanley first reported a position in Xcel Brands in Q3 2015 and has held it in 19 quarters since.
- Morgan Stanley's Xcel Brands position peaked at $43K in Q3 2015.
- 8 funds tracked by Wall St. Rank held Xcel Brands as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.