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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in FUNDX INVT TR

MORGAN STANLEY holds 1,458 shares of XCOR (FUNDX INVT TR), worth $132,101 as of 2026-Q2. The position was decreased (-6.7% shares).

Current Value

$132,101

Current Shares

1,458

Total Value Change

+$121,164

Total Shares Change

+1,297

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,458
-6.7%
$132,1010.0%$90.60
0
2026-Q1
Unchanged
1,563
0.0%
$119,8010.0%$79.47
0
2025-Q4
Unchanged
1,563
0.0%
$125,5530.0%$80.87
0
2025-Q3
Increased
1,563
+312.4%
$122,3520.0%$77.65
24
2025-Q2
Unchanged
379
0.0%
$27,7310.0%$72.45
0
2025-Q1
Unchanged
379
0.0%
$24,7930.0%$64.98
0
2024-Q4
Increased
379
+135.4%
$27,1770.0%$72.17
21
2024-Q3
Unchanged
161
0.0%
$10,9370.0%$67.39
0

Other major holders of XCOR: Creative Planning

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