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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 43 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 FLXR TCW ETF TRUST 2,209,223.0 $87.5M 0.01% +1.8M +416.0% $39.60 -1.2%
842 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 1,881,211.0 $87.5M 0.01% +103K +5.8% $46.49 +2.9%
843 APLD APPLIED DIGITAL CORP Technology 3,561,014.0 $87.3M 0.01% +976K +37.7% $24.52 +95.8%
844 AMRIZE LTD 1,596,175.0 $86.3M 0.01% +1.1M +221.3% $54.08
845 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 7,179,292.0 $86.3M 0.01% +47K +0.7% $12.02 -4.2%
846 SUN SUNOCO LP/SUNOCO FIN CORP Energy 1,639,420.0 $85.9M 0.01% +618K +60.5% $52.41 +37.3%
847 QDPL PACER FDS TR 2,022,559.0 $85.9M 0.01% +451K +28.7% $42.48 +7.2%
848 JBT MAREL CORPORATION 569,206.0 $85.8M 0.01% +51K +9.9% $150.67
849 FTDR FRONTDOOR INC Consumer Cyclical 1,485,123.0 $85.7M 0.01% +153K +11.5% $57.69 +6.6%
850 RALLIANT CORP 1,682,367.0 $85.6M 0.01% +600K +55.4% $50.91
851 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,810,013.0 $85.2M 0.01% +513K +39.6% $47.06 +6.5%
852 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 5,213,773.0 $85.1M 0.01% +169K +3.4% $16.32 -4.5%
853 FSLY FASTLY INC Technology 8,339,234.0 $84.9M 0.01% +1.1M +14.7% $10.18 +61.1%
854 AXGN AXOGEN INC Healthcare 2,586,870.0 $84.7M 0.01% +157K +6.5% $32.73 +26.2%
855 SSRM SSR MINING IN Basic Materials 3,861,853.0 $84.7M 0.01% +521K +15.6% $21.92 +40.2%
856 FIXT TCW ETF TRUST 2,212,609.0 $84.6M 0.01% +79K +3.7% $38.22 -2.2%
857 SCHB SCHWAB STRATEGIC TR 3,217,149.0 $84.4M 0.01% +21K +0.7% $26.23 +9.0%
858 MILLROSE PPTYS INC 2,814,843.0 $84.1M 0.01% +445K +18.8% $29.87
859 CIFR CIPHER MINING INC Financial Services 5,644,046.0 $83.3M 0.01% +4.2M +280.9% $14.76 +45.8%
860 YETI YETI HLDGS INC Consumer Cyclical 1,884,361.0 $83.2M 0.01% +1.0M +117.5% $44.17 +1.1%
Page 43 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%