MORGAN STANLEY XBIO — XENETIC BIOSCIENCES INC

Ownership history in MORGAN STANLEY  ·  23 quarters on record

AI Ownership Summary

MORGAN STANLEY reported XENETIC BIOSCIENCES INC (XBIO) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows XBIO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XBIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGAN STANLEY's position in XENETIC BIOSCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XBIO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MORGAN STANLEY held XBIO — position size vs. price
% of Fund (quarterly)    XBIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 150 +147 +4900.0% 0.00% $437 2026-08-13 $3.29
2025 Q4 REDUCED 25.0% +23.5% ❌ 3 -1 -25.0% 0.00% $7 2026-02-13 $2.17
2025 Q3 UNCHANGED — — — 4 — 0% 0.00% $12 2025-11-14 $2.60
2025 Q2 UNCHANGED — — — 4 — 0% 0.00% $16 2025-08-14 $2.92
2025 Q1 ADDED — — — 4 +3 +300.0% 0.00% $11 2025-05-15 $3.01
2024 Q4 UNCHANGED — — — 1 — 0% 0.00% $4 2025-02-14 $4.01
2024 Q3 UNCHANGED — — — 1 — 0% 0.00% $4 2024-11-14 $3.66
2024 Q2 UNCHANGED — — — 1 — 0% 0.00% $4 2024-08-14 $3.29
2024 Q1 UNCHANGED — — — 1 — 0% 0.00% $4 2024-05-15 $3.96
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MORGAN STANLEY and XBIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGAN STANLEY reported owning XBIO?

MORGAN STANLEY reported XBIO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XBIO position in MORGAN STANLEY's portfolio?

The largest reported portfolio weight for XBIO was 0.00% in 2026 Q2.

What is the latest reported XBIO position on this page?

The most recent filing on this page is 2026 Q2, when MORGAN STANLEY reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $437.

What does the chart on this XBIO ownership page compare?

The chart compares MORGAN STANLEY's quarterly XBIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MORGAN STANLEY time their XBIO position?

Based on 13F filing dates vs. subsequent XBIO price moves, MORGAN STANLEY correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on XBIO relative to SPY over the holding period was +0.6%.

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