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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 35 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DON WISDOMTREE TR 2,374,903.0 $122.5M 0.01% +29K +1.2% $51.60 +6.2%
682 AFG AMERICAN FINL GROUP INC OHIO Financial Services 894,998.0 $122.3M 0.01% +37K +4.3% $136.68 +0.2%
683 SN SHARKNINJA INC Consumer Cyclical 1,080,326.0 $120.9M 0.01% +709K +191.3% $111.90 -8.9%
684 GSST GOLDMAN SACHS ETF TR 2,385,447.0 $120.4M 0.01% +332K +16.1% $50.47 +0.0%
685 CIDARA THERAPEUTICS INC 542,722.0 $119.9M 0.01% +165K +43.5% $220.89
686 MASI MASIMO CORP Healthcare 920,735.0 $119.8M 0.01% +230K +33.3% $130.06 +37.5%
687 TPYP TORTOISE CAPITAL SERIES TRUS 3,391,404.0 $119.7M 0.01% +302K +9.8% $35.29 +24.2%
688 SLQD ISHARES TR 2,353,233.0 $119.3M 0.01% +37K +1.6% $50.70 -0.8%
689 XPEV XPENG INC Consumer Cyclical 5,855,148.0 $118.7M 0.01% +763K +15.0% $20.28 -26.3%
690 RWK INVESCO EXCH TRADED FD TR II 938,017.0 $118.6M 0.01% +65K +7.4% $126.46 +8.5%
691 WBS WEBSTER FINL CORP Financial Services 1,883,171.0 $118.5M 0.01% +231K +14.0% $62.94 +13.9%
692 BUFR FIRST TR EXCHNG TRADED FD VI 3,455,657.0 $118.4M 0.01% +2.6M +286.1% $34.26 +5.5%
693 SUI SUN CMNTYS INC Real Estate 954,742.0 $118.3M 0.01% +39K +4.3% $123.91 -1.6%
694 ACHR ARCHER AVIATION INC Industrials 15,717,522.0 $118.2M 0.01% +2.8M +21.7% $7.52 -23.1%
695 SPTM SPDR SERIES TRUST 1,431,332.0 $118.1M 0.01% +88K +6.6% $82.50 +8.8%
696 GH GUARDANT HEALTH INC Healthcare 1,154,299.0 $117.9M 0.01% +172K +17.5% $102.14 -3.9%
697 OSK OSHKOSH CORP Industrials 930,328.0 $116.9M 0.01% +47K +5.3% $125.63 -5.2%
698 IBDT ISHARES TR 4,589,972.0 $116.8M 0.01% +216K +4.9% $25.46 -0.8%
699 ARKG ARK ETF TR 4,025,965.0 $116.6M 0.01% +1.2M +42.1% $28.97 +2.0%
700 ETSY INC 2,100,092.0 $116.4M 0.01% +81K +4.0% $55.44
Page 35 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%