Morgan Stanley’s Exzeo Group XZO Stock Holding History

Morgan Stanley’s Portfolio XZO Stock Details XZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$466K	Buy	27,634 +4,901	+22%	+$72.1K	﹤0.01%	5583
2026 Q1	$333K	Buy	22,733 +14,585	+179%	+$259K	﹤0.01%	5669
2025 Q4	$198K	Buy	+8,148	New	+$155K	﹤0.01%	5941

Other funds holding XZO

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley's XZO Position: Q2 2026 in Review

Morgan Stanley increased its Exzeo Group (XZO) stake by 22% in Q2 2026, buying an estimated $72.1K and bringing the position to 27,634 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #5583.

Morgan Stanley first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Morgan Stanley held 27,634 shares of Exzeo Group worth $466K as of Q2 2026.
Morgan Stanley bought 4,901 Exzeo Group shares in Q2 2026, an estimated $72.1K.
Exzeo Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5583 holding.
Morgan Stanley first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

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