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Disclosery

MORGAN STANLEY: XLU position timeline

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

MORGAN STANLEY held 21,999,155 XLU 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 21,999,155 shares
    Change vs previous 13F -1,367,118 shares

    0.05% of the 13F portfolio, value $997,441,765.

    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 23,366,273 shares
    Change vs previous 13F +1,671,877 shares

    0.06% of the 13F portfolio, value $1,072,278,371.

    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 21,694,396 shares
    Change vs previous 13F +10,429,314 shares

    0.06% of the 13F portfolio, value $926,133,855.

    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 11,265,082 shares
    Change vs previous 13F -1,639,543 shares

    0.06% of the 13F portfolio, value $982,427,927.

    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 12,904,625 shares
    Change vs previous 13F +163,046 shares

    0.07% of the 13F portfolio, value $1,053,791,764.

    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 12,741,579 shares
    Change vs previous 13F -712,306 shares

    0.07% of the 13F portfolio, value $1,004,673,660.

    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 13,453,885 shares
    Change vs previous 13F -480,634 shares

    0.07% of the 13F portfolio, value $1,018,324,609.

    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 13,934,519 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,125,630,595.

    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).