Morgan Stanley
XPER icon

Morgan Stanley’s Xperi XPER Stock Holding History

Morgan Stanley’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.85M Sell
467,713
-15,121
-3% -$109K ﹤0.01% 4411
2026
Q1 		$2.7M Sell
482,834
-48,918
-9% -$283K ﹤0.01% 4546
2025
Q4 		$3.12M Sell
531,752
-77,138
-13% -$484K ﹤0.01% 4513
2025
Q3 		$3.95M Sell
608,890
-113,679
-16% -$750K ﹤0.01% 4340
2025
Q2 		$5.72M Buy
722,569
+285,401
+65% +$2.15M ﹤0.01% 3952
2025
Q1 		$3.37M Buy
437,168
+44,751
+11% +$391K ﹤0.01% 4246
2024
Q4 		$4.03M Buy
392,417
+39,864
+11% +$372K ﹤0.01% 4178
2024
Q3 		$3.26M Sell
352,553
-41,007
-10% -$337K ﹤0.01% 4304
2024
Q2 		$3.23M Buy
393,560
+25,293
+7% +$239K ﹤0.01% 4224
2024
Q1 		$4.44M Sell
368,267
-2,749,695
-88% -$30.2M ﹤0.01% 4007
2023
Q4 		$34.4M Buy
3,117,962
+2,599,629
+502% +$25.1M ﹤0.01% 2118
2023
Q3 		$5.11M Buy
518,333
+22,035
+4% +$260K ﹤0.01% 3722
2023
Q2 		$6.53M Sell
496,298
-400
-0.1% -$4.34K ﹤0.01% 3560
2023
Q1 		$5.43M Buy
496,698
+108,312
+28% +$1.13M ﹤0.01% 3716
2022
Q4 		$3.34M Buy
388,386
+280,048
+258% +$3.2M ﹤0.01% 4089
2022
Q3 		$2.82M Buy
+108,338
New +$2.65M ﹤0.01% 4181

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley's XPER Position: Q2 2026 in Review

Morgan Stanley reduced its Xperi (XPER) stake by 3.1% in Q2 2026, selling an estimated $109K and leaving 467,713 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #4411.

Morgan Stanley first reported a position in XPER in Q3 2022 and has held it in 16 quarters since. The position peaked at $34.4M in Q4 2023. 154 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Morgan Stanley held 467,713 shares of Xperi worth $3.85M as of Q2 2026.
  • Morgan Stanley sold 15,121 Xperi shares in Q2 2026, an estimated $109K.
  • Xperi made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4411 holding.
  • Morgan Stanley first reported a position in Xperi in Q3 2022 and has held it in 16 quarters since.
  • Morgan Stanley's Xperi position peaked at $34.4M in Q4 2023.
  • 154 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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