Morgan Stanley
XMAX

Morgan Stanley’s XMAX Inc XMAX Stock Holding History

Morgan Stanley’s Portfolio XMAX Stock Details XMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Buy
29,992
+24,633
+460% +$198K ﹤0.01% 5815
2026
Q1 		$38.8K Buy
5,359
+972
+22% +$6.04K ﹤0.01% 6514
2025
Q4 		$26.3K Buy
+4,387
New +$24.7K ﹤0.01% 6609
2023
Q4 		– Sell
-8,716
Closed -$21.1K – 7886
2023
Q3 		$21.1K Buy
+8,716
New +$22.1K ﹤0.01% 6464
2022
Q2 		– Sell
-1
Closed – – 7918
2022
Q1 		$0 Buy
+1
New +$8 ﹤0.01% 8066
2021
Q4 		– Hold
0
– – – 8064
2018
Q4 		– Sell
-2
Closed – – 6678
2018
Q3 		$0 Buy
+2
New +$88 ﹤0.01% 6767
2017
Q1 		– Sell
-2
Closed – – 6596
2016
Q4 		$0 Buy
+2
New +$152 ﹤0.01% 6546
2016
Q2 		– Sell
-1
Closed – – 6603
2016
Q1 		$0 Sell
1
-1
-50% -$33 ﹤0.01% 6662
2015
Q4 		$0 Sell
2
-330
-99% -$17.6K ﹤0.01% 6745
2015
Q3 		$19K Sell
332
-769
-70% -$42K ﹤0.01% 6065
2015
Q2 		$52K Buy
1,101
+43
+4% +$2.68K ﹤0.01% 5840
2015
Q1 		$67K Sell
1,058
-1,614
-60% -$102K ﹤0.01% 5682
2014
Q4 		$188K Buy
2,672
+2,631
+6,417% +$252K ﹤0.01% 5272
2014
Q3 		$4K Hold
41
– – ﹤0.01% 6364
2014
Q2 		$5K Sell
41
-122
-75% -$14.8K ﹤0.01% 6287
2014
Q1 		$33K Buy
+163
New +$28.8K ﹤0.01% 5844

Other funds holding XMAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley's XMAX Position: Q2 2026 in Review

Morgan Stanley increased its XMAX Inc (XMAX) stake by 460% in Q2 2026, buying an estimated $198K and bringing the position to 29,992 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #5815.

Morgan Stanley first reported a position in XMAX in Q1 2014 and has held it in 16 quarters since. 55 funds tracked by Wall St. Rank hold XMAX as of Q2 2026.

  • Morgan Stanley held 29,992 shares of XMAX Inc worth $273K as of Q2 2026.
  • Morgan Stanley bought 24,633 XMAX Inc shares in Q2 2026, an estimated $198K.
  • XMAX Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5815 holding.
  • Morgan Stanley first reported a position in XMAX Inc in Q1 2014 and has held it in 16 quarters since.
  • 55 funds tracked by Wall St. Rank held XMAX Inc as of Q2 2026.

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