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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 36 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 INSP INSPIRE MED SYS INC Healthcare 1,259,762.0 $116.2M 0.01% +809K +179.6% $92.23 -51.5%
702 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1,973,433.0 $116.2M 0.01% +185K +10.4% $58.87 -2.4%
703 BIP BROOKFIELD INFRAST PARTNERS Utilities 3,343,528.0 $116.2M 0.01% +1.3M +61.4% $34.74 +14.4%
704 QS QUANTUMSCAPE CORP Consumer Cyclical 11,126,497.0 $115.9M 0.01% +8.6M +333.4% $10.42 -26.4%
705 CRCL CIRCLE INTERNET GROUP INC Financial Services 1,460,730.0 $115.8M 0.01% +417K +39.9% $79.30 +44.9%
706 RRC RANGE RES CORP Energy 3,267,227.0 $115.2M 0.01% +1.1M +54.1% $35.26 +19.3%
707 VLUE ISHARES TR 840,473.0 $114.9M 0.01% +98K +13.2% $136.73 +35.2%
708 QAI NEW YORK LIFE INVESTMENTS ET 3,419,037.0 $114.6M 0.01% +190K +5.9% $33.51 +7.6%
709 E ENI S P A Energy 3,019,566.0 $114.6M 0.01% +17K +0.6% $37.94 +45.3%
710 BIRKENSTOCK HOLDING PLC 2,797,719.0 $114.4M 0.01% +562K +25.1% $40.90
711 ERIE ERIE INDTY CO Financial Services 399,078.0 $114.4M 0.01% +63K +18.8% $286.65 -21.6%
712 FXH FIRST TR EXCHANGE TRADED FD 1,004,142.0 $114.3M 0.01% +12K +1.2% $113.82 +0.5%
713 ZTO ZTO EXPRESS CAYMAN INC Industrials 5,459,308.0 $114.0M 0.01% +70K +1.3% $20.89 +11.2%
714 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 553,776.0 $113.9M 0.01% +34K +6.6% $205.60 +4.9%
715 AAXJ ISHARES TR 1,220,358.0 $113.6M 0.01% +25K +2.0% $93.12 +22.7%
716 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 4,048,985.0 $113.6M 0.01% +4.0M +10000.0% $28.06 -27.5%
717 CVSB MORGAN STANLEY ETF TRUST 2,228,020.0 $113.1M 0.01% +64K +3.0% $50.75 -0.0%
718 HSIC HENRY SCHEIN INC Healthcare 1,495,602.0 $113.0M 0.01% +97K +6.9% $75.58 -2.8%
719 LTM LATAM AIRLINES GROUP SA Industrials 2,091,845.0 $113.0M 0.01% +211K +11.2% $54.01 -5.7%
720 IVOO VANGUARD ADMIRAL FDS INC 1,009,424.0 $112.9M 0.01% +25K +2.5% $111.80 +10.3%
Page 36 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%