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Disclosery

MORGAN STANLEY: XLV position timeline

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

MORGAN STANLEY held 11,713,248 XLV 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 11,713,248 shares
    Change vs previous 13F +281,169 shares

    0.1% of the 13F portfolio, value $1,858,424,405.

    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 11,432,079 shares
    Change vs previous 13F -54,472 shares

    0.1% of the 13F portfolio, value $1,676,057,324.

    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 11,486,551 shares
    Change vs previous 13F +886,109 shares

    0.11% of the 13F portfolio, value $1,778,118,332.

    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 10,600,442 shares
    Change vs previous 13F -2,628,246 shares

    0.09% of the 13F portfolio, value $1,475,263,625.

    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 13,228,688 shares
    Change vs previous 13F +1,108,617 shares

    0.12% of the 13F portfolio, value $1,783,095,024.

    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 12,120,071 shares
    Change vs previous 13F +1,242,217 shares

    0.13% of the 13F portfolio, value $1,769,651,959.

    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 10,877,854 shares
    Change vs previous 13F -1,126,631 shares

    0.1% of the 13F portfolio, value $1,496,466,730.

    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 12,004,485 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,848,931,220.

    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).