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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 34 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FORM FORMFACTOR INC Technology 2,271,562.0 $126.7M 0.01% +1.1M +98.5% $55.78 +123.4%
662 NBSD NEUBERGER BERMAN ETF TRUST 2,465,782.0 $126.2M 0.01% +1.9M +368.2% $51.18 -0.9%
663 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 4,340,239.0 $126.0M 0.01% +64K +1.5% $29.04 -29.3%
664 TCAF T ROWE PRICE ETF INC 3,290,868.0 $125.8M 0.01% +240K +7.8% $38.22 +4.7%
665 ARTY ISHARES TR 2,610,430.0 $125.8M 0.01% +234K +9.9% $48.18 +39.3%
666 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 10,143,636.0 $125.6M 0.01% +131K +1.3% $12.38 +16.5%
667 UDR UDR INC Real Estate 3,416,662.0 $125.3M 0.01% +615K +21.9% $36.68 +1.8%
668 RDY DR REDDYS LABS LTD Healthcare 8,926,051.0 $125.3M 0.01% +2.6M +41.2% $14.04 -4.3%
669 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 2,005,073.0 $125.2M 0.01% +340K +20.4% $62.46 -9.6%
670 PCTY PAYLOCITY HLDG CORP Technology 817,209.0 $124.6M 0.01% +442K +117.9% $152.50 -27.7%
671 DTM DT MIDSTREAM INC Energy 1,041,197.0 $124.6M 0.01% +74K +7.7% $119.68 +23.8%
672 FHN FIRST HORIZON CORPORATION Financial Services 5,212,543.0 $124.6M 0.01% +491K +10.4% $23.90 +0.6%
673 IWL ISHARES TR 728,697.0 $124.3M 0.01% +45K +6.7% $170.63 +7.7%
674 VIKING HOLDINGS LTD 1,741,068.0 $124.3M 0.01% +222K +14.6% $71.41
675 IMCB ISHARES TR 1,501,549.0 $124.2M 0.01% +228K +17.9% $82.73 +9.3%
676 WTV WISDOMTREE TR 1,322,128.0 $123.4M 0.01% +402K +43.8% $93.30 +6.3%
677 USRT ISHARES TR 2,164,347.0 $123.3M 0.01% +1.1M +110.7% $56.96 +13.5%
678 VOYA VOYA FINANCIAL INC Financial Services 1,653,993.0 $123.2M 0.01% +87K +5.5% $74.49 +10.0%
679 IMVT IMMUNOVANT INC Healthcare 4,846,385.0 $123.2M 0.01% +2.9M +147.4% $25.42 +39.8%
680 NTES NETEASE INC Technology 894,440.0 $123.1M 0.01% +181K +25.4% $137.62 -20.5%
Page 34 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%