X-Square Capital’s Morgan Stanley MS Stock Holding History

X-Square Capital’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$671K	Buy	4,080 +15	+0.4%	+$2.6K	0.23%	112
2025 Q4	$722K	Hold	4,065	–	–	0.24%	105
2025 Q3	$646K	Hold	4,065	–	–	0.2%	109
2025 Q2	$573K	Buy	4,065 +1	+0%	+$123	0.21%	108
2025 Q1	$474K	Buy	4,064 +1	+0%	+$129	0.2%	108
2024 Q4	$511K	Sell	4,063 -5	-0.1%	-$616	0.21%	109
2024 Q3	$424K	Buy	4,068 +1	+0%	+$101	0.19%	112
2024 Q2	$395K	Sell	4,067 -248	-6%	-$23.6K	0.18%	116
2024 Q1	$392K	Buy	4,315 +1	+0%	+$88	0.19%	111
2023 Q4	$402K	Sell	4,314 -707	-14%	-$56.6K	0.22%	115
2023 Q3	$429K	Hold	5,021	–	–	0.29%	97
2023 Q2	$429K	Sell	5,021 -48	-0.9%	-$4.11K	0.29%	97
2023 Q1	$445K	Buy	5,069 +131	+3%	+$12.2K	0.26%	107
2022 Q4	$420K	Buy	4,938 +1	+0%	+$85	0.24%	113
2022 Q3	$390K	Buy	4,937 +2	+0%	+$169	0.25%	105
2022 Q2	$375K	Sell	4,935 -64	-1%	-$5.24K	0.23%	106
2022 Q1	$437K	Buy	4,999 +6	+0.1%	+$579	0.23%	103
2021 Q4	$490K	Buy	4,993 +70	+1%	+$6.97K	0.25%	98
2021 Q3	$479K	Buy	4,923 +78	+2%	+$7.73K	0.25%	96
2021 Q2	$444K	Buy	+4,845	New	+$415K	0.21%	98

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

X-Square Capital's MS Position: Q1 2026 in Review

X-Square Capital increased its Morgan Stanley (MS) stake by 0.37% in Q1 2026, buying an estimated $2.6K and bringing the position to 4,080 shares worth $671K. The position accounts for 0.23% of the portfolio, ranked #112.

X-Square Capital first reported a position in MS in Q2 2021 and has held it in 20 quarters since. The position peaked at $722K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

X-Square Capital held 4,080 shares of Morgan Stanley worth $671K as of Q1 2026.
X-Square Capital bought 15 Morgan Stanley shares in Q1 2026, an estimated $2.6K.
Morgan Stanley made up 0.23% of X-Square Capital's portfolio in Q1 2026, its #112 holding.
X-Square Capital first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
X-Square Capital's Morgan Stanley position peaked at $722K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on X-Square Capital's 13F filing for Q1 2026, filed 15 May 2026.