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Disclosery

MORGAN STANLEY: XLY position timeline

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

MORGAN STANLEY held 8,126,991 XLY 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 8,126,991 shares
    Change vs previous 13F +26,931 shares

    0.05% of the 13F portfolio, value $953,133,800.

    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 8,100,060 shares
    Change vs previous 13F +760,049 shares

    0.05% of the 13F portfolio, value $882,744,710.

    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 7,340,011 shares
    Change vs previous 13F +3,789,323 shares

    0.05% of the 13F portfolio, value $876,470,816.

    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 3,550,688 shares
    Change vs previous 13F -1,676,449 shares

    0.05% of the 13F portfolio, value $850,887,149.

    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 5,227,137 shares
    Change vs previous 13F +837,471 shares

    0.07% of the 13F portfolio, value $1,136,013,854.

    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 4,389,666 shares
    Change vs previous 13F +661,854 shares

    0.06% of the 13F portfolio, value $866,783,633.

    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 3,727,812 shares
    Change vs previous 13F +306,457 shares

    0.06% of the 13F portfolio, value $836,334,959.

    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 3,421,355 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $685,537,192.

    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).