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Disclosery

MORGAN STANLEY: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on XLP, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 9,702,454 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,702,454 shares
    Change vs previous 13F -622,338 shares

    0.04% of the 13F portfolio, value $805,983,043.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,324,792 shares
    Change vs previous 13F +1,871,527 shares

    0.05% of the 13F portfolio, value $846,426,507.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 8,453,265 shares
    Change vs previous 13F -1,505,723 shares

    0.04% of the 13F portfolio, value $656,649,739.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 9,958,988 shares
    Change vs previous 13F -761,685 shares

    0.05% of the 13F portfolio, value $780,485,934.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,720,673 shares
    Change vs previous 13F +539,662 shares

    0.06% of the 13F portfolio, value $868,053,060.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,181,011 shares
    Change vs previous 13F +659,000 shares

    0.06% of the 13F portfolio, value $831,483,326.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 9,522,011 shares
    Change vs previous 13F -220,299 shares

    0.05% of the 13F portfolio, value $748,525,373.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 9,742,310 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $808,611,916.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).