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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 15 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PYLD PIMCO ETF TR 17,115,719.0 $456.6M 0.03% +4.3M +33.6% $26.68 -2.3%
282 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,197,158.0 $456.6M 0.03% +59K +2.8% $207.81 -42.1%
283 HBAN HUNTINGTON BANCSHARES INC Financial Services 26,312,732.0 $456.5M 0.03% +2.8M +11.9% $17.35 -10.3%
284 CCJ CAMECO CORP Energy 4,978,333.0 $455.5M 0.03% +324K +7.0% $91.49 +13.1%
285 SCHF SCHWAB STRATEGIC TR 18,928,150.0 $455.0M 0.03% +8.4M +79.4% $24.04 +11.0%
286 IGSB ISHARES TR 8,596,267.0 $454.6M 0.03% +438K +5.4% $52.88 -1.3%
287 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,988,745.0 $452.0M 0.03% +1.4M +39.5% $90.61 +23.9%
288 GRID FIRST TR EXCHANGE TRADED FD 2,948,976.0 $451.3M 0.03% +692K +30.7% $153.02 +20.9%
289 J JACOBS SOLUTIONS INC Industrials 3,379,681.0 $447.7M 0.03% +552K +19.5% $132.46 -14.2%
290 HAL HALLIBURTON CO Energy 15,806,168.0 $446.7M 0.03% +1.9M +14.0% $28.26 +51.4%
291 SYY SYSCO CORP Consumer Defensive 6,058,405.0 $446.4M 0.03% +501K +9.0% $73.69 -0.2%
292 SNY SANOFI SA Healthcare 9,102,196.0 $441.1M 0.03% +1.5M +20.4% $48.46 -10.2%
293 ARGX ARGENX SE Healthcare 518,852.0 $436.3M 0.03% +84K +19.2% $840.95 -5.1%
294 MORN MORNINGSTAR INC Financial Services 2,006,325.0 $436.0M 0.03% +47K +2.4% $217.31 -18.5%
295 PVAL PUTNAM ETF TRUST 9,566,730.0 $436.0M 0.03% +1.9M +24.9% $45.57 +8.4%
296 AVEM AMERICAN CENTY ETF TR 5,659,671.0 $435.9M 0.03% +631K +12.6% $77.02 +17.5%
297 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,331,918.0 $434.8M 0.03% +43K +1.3% $130.50 -4.9%
298 MFG MIZUHO FINANCIAL GROUP INC Financial Services 59,084,500.0 $432.5M 0.03% +3.2M +5.7% $7.32 +14.6%
299 TPR TAPESTRY INC Consumer Cyclical 3,327,212.0 $425.1M 0.03% +271K +8.9% $127.77 +2.7%
300 ABVX ABIVAX SA Healthcare 3,151,994.0 $425.1M 0.03% +1.7M +114.3% $134.86 -15.7%
Page 15 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%