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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 47 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FBCG FIDELITY COVINGTON TRUST 1,373,800.0 $75.3M 0.00% +142K +11.5% $54.84 +11.6%
922 LAZ LAZARD INC Financial Services 1,548,429.0 $75.2M 0.00% +67K +4.5% $48.56 -1.8%
923 NOK NOKIA CORP Technology 11,608,634.0 $75.1M 0.00% +328K +2.9% $6.47 +119.2%
924 SMR NUSCALE PWR CORP Utilities 5,277,905.0 $74.8M 0.00% +2.4M +81.0% $14.17 -26.7%
925 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 5,397,465.0 $74.7M 0.00% +699K +14.9% $13.84 -7.2%
926 ISHARES TR 3,400,107.0 $74.6M 0.00% +3.0M +818.2% $21.94
927 CRUS CIRRUS LOGIC INC Technology 629,527.0 $74.6M 0.00% +18K +2.9% $118.50 +40.6%
928 CGSM CAPITAL GRP FIXED INCM ETF T 2,829,898.0 $74.5M 0.00% +48K +1.7% $26.34 -0.3%
929 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 1,202,927.0 $74.2M 0.00% +71K +6.3% $61.69 -21.8%
930 POR PORTLAND GEN ELEC CO Utilities 1,544,643.0 $74.1M 0.00% +46K +3.1% $47.99 +3.6%
931 THG HANOVER INS GROUP INC Financial Services 402,613.0 $73.6M 0.00% +38K +10.4% $182.77 +6.5%
932 PRIM PRIMORIS SVCS CORP Industrials 592,432.0 $73.5M 0.00% +186K +45.8% $124.14 -14.1%
933 AVT AVNET INC Technology 1,524,945.0 $73.3M 0.00% +213K +16.2% $48.08 +73.5%
934 WING WINGSTOP INC Consumer Cyclical 307,339.0 $73.3M 0.00% +39K +14.5% $238.49 -46.3%
935 ALV AUTOLIV INC Consumer Cyclical 613,501.0 $72.8M 0.00% +69K +12.7% $118.70 +1.3%
936 DUOL DUOLINGO INC Technology 413,487.0 $72.6M 0.00% +15K +3.8% $175.50 -39.8%
937 BLACKROCK ETF TRUST II 1,486,630.0 $72.4M 0.00% +423K +39.8% $48.68
938 EWTX EDGEWISE THERAPEUTICS INC Healthcare 2,910,881.0 $72.2M 0.00% +2.0M +234.7% $24.81 +31.7%
939 VIAV VIAVI SOLUTIONS INC Technology 4,050,927.0 $72.2M 0.00% +1.3M +48.2% $17.82 +169.9%
940 BYD BOYD GAMING CORP Consumer Cyclical 841,477.0 $71.7M 0.00% +8K +0.9% $85.24 -6.6%
Page 47 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%