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Portfolio (Quarterly) Guide ↗

MORGAN STANLEY

· CIK 0000895421
13F Portfolio $1.67T AUM 45,420 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 515 New 3828 Added 2849 Reduced 476 Exited
Page 109 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 ENOVIS CORPORATION 8,015,000.0 $7.8M +335K +4.4% $0.98
2162 BKAG BNY MELLON ETF TRUST 184,235.0 $7.8M +20K +12.1% $42.38 -1.6%
2163 EGBN EAGLE BANCORP INC MD Financial Services 363,743.0 $7.8M +2K +0.6% $21.42 +22.3%
2164 ETX EATON VANCE MUN INCOME 2028 Financial Services 416,007.0 $7.8M +16K +4.1% $18.70 +2.1%
2165 CLVT CLARIVATE PLC Technology 2,325,570.0 $7.8M +122K +5.5% $3.34 -26.6%
2166 FDLO FIDELITY COVINGTON TRUST 116,170.0 $7.8M +50K +75.2% $66.75 +5.3%
2167 HPI HANCOCK JOHN PFD INCOME FD Financial Services 478,880.0 $7.8M +37K +8.4% $16.19 -1.2%
2168 TSLL DIREXION SHS ETF TR 405,631.0 $7.8M +67K +19.6% $19.11 -20.1%
2169 CRNC CERENCE INC Technology 724,578.0 $7.7M +235K +48.1% $10.69 +2.7%
2170 HACK AMPLIFY ETF TR 96,117.0 $7.7M +7K +7.9% $80.37 +18.0%
2171 POET POET TECHNOLOGIES INC Technology 1,220,206.0 $7.7M +858K +236.5% $6.33 +130.5%
2172 OSPN ONESPAN INC Technology 601,322.0 $7.7M +76K +14.4% $12.84 +2.2%
2173 BLACKROCK CALIF MUN INCOME T 718,538.0 $7.7M +37K +5.4% $10.74
2174 GAU GALIANO GOLD INC Basic Materials 3,032,195.0 $7.7M +975K +47.4% $2.53 -11.5%
2175 TXO PARTNERS LP 717,153.0 $7.7M +287K +66.8% $10.67
2176 SEVN SEVEN HILLS REALTY TRUST Real Estate 859,110.0 $7.6M +96K +12.6% $8.90 -5.7%
2177 BV BRIGHTVIEW HLDGS INC Industrials 603,425.0 $7.6M +98K +19.5% $12.67 -0.6%
2178 FDM FIRST TR EXCHANGE-TRADED FD 95,648.0 $7.6M +546.0 +0.6% $79.62 +8.5%
2179 IFLN INVESCO EXCH TRADED FD TR II 403,572.0 $7.5M +13K +3.3% $18.60 -2.3%
2180 MANU MANCHESTER UTD PLC NEW Communication Services 468,249.0 $7.5M +130K +38.6% $15.92 +25.6%
Page 109 of 192  ·  3,828 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 17.2%
Healthcare 10.2%
Consumer Cyclical 10.1%
Communication Services 9.9%
Industrials 8.6%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 2.6%
Basic Materials 2.1%