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 Q2	$855K	Buy	4,090 +10	+0.2%	+$1.98K	0.22%	107
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 $78.8B AUM 48.4% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

X-Square Capital's MS Position: Q2 2026 in Review

X-Square Capital increased its Morgan Stanley (MS) stake by 0.25% in Q2 2026, buying an estimated $1.98K and bringing the position to 4,090 shares worth $855K. The position accounts for 0.22% of the portfolio, ranked #107.

X-Square Capital first reported a position in MS in Q2 2021 and has held it in 21 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

X-Square Capital held 4,090 shares of Morgan Stanley worth $855K as of Q2 2026.
X-Square Capital bought 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
Morgan Stanley made up 0.22% of X-Square Capital's portfolio in Q2 2026, its #107 holding.
X-Square Capital first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on X-Square Capital's 13F filing for Q2 2026, filed 12 Aug 2026.