Morgan Stanley
XGN icon

Morgan Stanley’s Exagen XGN Stock Holding History

Morgan Stanley’s Portfolio XGN Stock Details XGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.5K Sell
6,338
-5,879
-48% -$22.1K ﹤0.01% 6691
2026
Q1 		$36.7K Sell
12,217
-85,221
-87% -$330K ﹤0.01% 6533
2025
Q4 		$592K Buy
97,438
+54,361
+126% +$495K ﹤0.01% 5422
2025
Q3 		$473K Sell
43,077
-481,919
-92% -$4.27M ﹤0.01% 5516
2025
Q2 		$3.66M Buy
524,996
+39,076
+8% +$237K ﹤0.01% 4308
2025
Q1 		$1.74M Buy
485,920
+2,200
+0.5% +$8.3K ﹤0.01% 4691
2024
Q4 		$1.98M Buy
483,720
+1,300
+0.3% +$4.68K ﹤0.01% 4697
2024
Q3 		$1.49M Hold
482,420
– – ﹤0.01% 4815
2024
Q2 		$878K Hold
482,420
– – ﹤0.01% 5039
2024
Q1 		$767K Sell
482,420
-1,500
-0.3% -$2.91K ﹤0.01% 5110
2023
Q4 		$963K Buy
483,920
+2,920
+0.6% +$5.05K ﹤0.01% 4946
2023
Q3 		$1.16M Hold
481,000
– – ﹤0.01% 4707
2023
Q2 		$1.39M Sell
481,000
-72
-0% -$205 ﹤0.01% 4630
2023
Q1 		$1.17M Sell
481,072
-3,869
-0.8% -$10K ﹤0.01% 4763
2022
Q4 		$1.16M Sell
484,941
-8,705
-2% -$22.3K ﹤0.01% 4784
2022
Q3 		$1.34M Sell
493,646
-5,220
-1% -$29.1K ﹤0.01% 4699
2022
Q2 		$2.86M Sell
498,866
-35,705
-7% -$208K ﹤0.01% 4251
2022
Q1 		$4.29M Buy
534,571
+10,445
+2% +$90K ﹤0.01% 3844
2021
Q4 		$6.09M Buy
524,126
+25,539
+5% +$299K ﹤0.01% 3505
2021
Q3 		$6.78M Buy
498,587
+133,723
+37% +$1.78M ﹤0.01% 3360
2021
Q2 		$5.47M Buy
364,864
+266,001
+269% +$4.08M ﹤0.01% 3682
2021
Q1 		$1.73M Buy
98,863
+90,982
+1,154% +$1.62M ﹤0.01% 4367
2020
Q4 		$104K Sell
7,881
-2,059
-21% -$29.1K ﹤0.01% 5894
2020
Q3 		$108K Buy
9,940
+6,868
+224% +$88.4K ﹤0.01% 5396
2020
Q2 		$38K Buy
3,072
+2,073
+208% +$28.1K ﹤0.01% 5774
2020
Q1 		$16K Sell
999
-4,194
-81% -$83.2K ﹤0.01% 5894
2019
Q4 		$132K Buy
5,193
+3,963
+322% +$70.5K ﹤0.01% 5569
2019
Q3 		$19K Buy
+1,230
New +$19.9K ﹤0.01% 6032

Other funds holding XGN

WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley's XGN Position: Q2 2026 in Review

Morgan Stanley reduced its Exagen (XGN) stake by 48% in Q2 2026, selling an estimated $22.1K and leaving 6,338 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6691.

Morgan Stanley first reported a position in XGN in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.78M in Q3 2021. 57 funds tracked by Wall St. Rank hold XGN as of Q2 2026.

  • Morgan Stanley held 6,338 shares of Exagen worth $29.5K as of Q2 2026.
  • Morgan Stanley sold 5,879 Exagen shares in Q2 2026, an estimated $22.1K.
  • Exagen made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6691 holding.
  • Morgan Stanley first reported a position in Exagen in Q3 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Exagen position peaked at $6.78M in Q3 2021.
  • 57 funds tracked by Wall St. Rank held Exagen as of Q2 2026.

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