Morgan Stanley
XP icon

Morgan Stanley’s XP XP Stock Holding History

Morgan Stanley’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106M Buy
6,489,878
+508,986
+9% +$9.07M 0.01% 1518
2026
Q1 		$114M Sell
5,980,892
-3,543,385
-37% -$68.5M 0.01% 1334
2025
Q4 		$156M Buy
9,524,277
+1,113,641
+13% +$19.6M 0.01% 1097
2025
Q3 		$158M Sell
8,410,636
-509,666
-6% -$9.14M 0.01% 1071
2025
Q2 		$180M Buy
8,920,302
+4,502,406
+102% +$77.8M 0.01% 936
2025
Q1 		$60.7M Sell
4,417,896
-1,581,192
-26% -$21.8M ﹤0.01% 1642
2024
Q4 		$71.1M Buy
5,999,088
+1,667,234
+38% +$26.2M 0.01% 1512
2024
Q3 		$77.7M Buy
4,331,854
+1,310,426
+43% +$23.9M 0.01% 1436
2024
Q2 		$53.1M Sell
3,021,428
-1,215,361
-29% -$25.1M ﹤0.01% 1712
2024
Q1 		$109M Buy
4,236,789
+1,782,222
+73% +$44.7M 0.01% 1131
2023
Q4 		$64M Buy
2,454,567
+573,339
+30% +$13.1M 0.01% 1483
2023
Q3 		$43.4M Sell
1,881,228
-564,250
-23% -$14.1M ﹤0.01% 1717
2023
Q2 		$57.4M Sell
2,445,478
-496,836
-17% -$8.43M 0.01% 1468
2023
Q1 		$34.9M Sell
2,942,314
-484,682
-14% -$6.91M ﹤0.01% 1876
2022
Q4 		$52.6M Buy
3,426,996
+945,055
+38% +$16.5M 0.01% 1457
2022
Q3 		$47.2M Sell
2,481,941
-421,279
-15% -$8.36M 0.01% 1354
2022
Q2 		$52.1M Buy
2,903,220
+1,910,466
+192% +$44M 0.01% 1336
2022
Q1 		$29.9M Sell
992,754
-518,002
-34% -$16.2M ﹤0.01% 1709
2021
Q4 		$43.4M Buy
1,510,756
+810,436
+116% +$26.4M 0.01% 1448
2021
Q3 		$28.1M Buy
700,320
+218,808
+45% +$9.77M ﹤0.01% 1738
2021
Q2 		$21M Buy
481,512
+154,032
+47% +$6.37M ﹤0.01% 2099
2021
Q1 		$12.3M Buy
327,480
+88,018
+37% +$3.76M ﹤0.01% 2435
2020
Q4 		$9.5M Buy
239,462
+170,711
+248% +$6.97M ﹤0.01% 2565
2020
Q3 		$2.87M Buy
68,751
+62,147
+941% +$2.84M ﹤0.01% 3305
2020
Q2 		$277K Sell
6,604
-54,125
-89% -$1.66M ﹤0.01% 4914
2020
Q1 		$1.17M Sell
60,729
-900,759
-94% -$30.4M ﹤0.01% 3830
2019
Q4 		$37M Buy
+961,488
New +$36.1M 0.01% 1146

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley's XP Position: Q2 2026 in Review

Morgan Stanley increased its XP (XP) stake by 8.5% in Q2 2026, buying an estimated $9.07M and bringing the position to 6,489,878 shares worth $106M. The position accounts for 0.01% of the portfolio, ranked #1518.

Morgan Stanley first reported a position in XP in Q4 2019 and has held it in 27 quarters since. The position peaked at $180M in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Morgan Stanley held 6,489,878 shares of XP worth $106M as of Q2 2026.
  • Morgan Stanley bought 508,986 XP shares in Q2 2026, an estimated $9.07M.
  • XP made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1518 holding.
  • Morgan Stanley first reported a position in XP in Q4 2019 and has held it in 27 quarters since.
  • Morgan Stanley's XP position peaked at $180M in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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