MORGAN STANLEY XCH β€” XCHG LTD

Ownership history in MORGAN STANLEY  Β·  3 quarters on record

AI Ownership Summary

MORGAN STANLEY reported XCHG LTD (XCH) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows XCH 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.

What this XCH 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 XCHG LTD, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 XCH β€” position size vs. price
% of Fund (quarterly)    XCH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 44,052 +24,435 +124.6% 0.00% $49K 2026-05-15 $0.79
2025 Q2 ADDED β€” β€” β€” 19,617 +1,103 +6.0% 0.00% $26K 2025-08-14 $1.18
2025 Q1 INITIATED β€” β€” β€” 18,514 β€” β€” 0.00% $22K 2025-05-15 $1.35

🏒 Other funds also holding XCH

As of 2026 Q1 β€” sorted by position size

Notable Capital Management, L.L.C. 1.35% CITADEL ADVISORS LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About MORGAN STANLEY and XCH

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 XCH?

MORGAN STANLEY reported XCH across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for XCH was 0.00% in 2026 Q1.

What is the latest reported XCH position on this page?

The most recent filing on this page is 2026 Q1, when MORGAN STANLEY reported 44,052 shares, equal to 0.00% of portfolio, with an estimated market value of $49K.

What does the chart on this XCH ownership page compare?

The chart compares MORGAN STANLEY's quarterly XCH 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.

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