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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 48 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 AMKR AMKOR TECHNOLOGY INC Technology 1,806,649.0 $71.3M 0.00% +340K +23.2% $39.48 +66.9%
942 QQQE DIREXION SHS ETF TR 695,869.0 $71.2M 0.00% +200K +40.4% $102.31 +12.9%
943 TAFI AB ACTIVE ETFS INC 2,818,875.0 $71.1M 0.00% +318K +12.7% $25.21 -0.4%
944 MDYG SPDR SERIES TRUST 767,912.0 $71.0M 0.00% +93K +13.8% $92.43 +14.4%
945 JPLD J P MORGAN EXCHANGE TRADED F 1,354,725.0 $70.9M 0.00% +270K +24.9% $52.34 -0.5%
946 WDS WOODSIDE ENERGY GROUP LTD Energy 4,539,156.0 $70.8M 0.00% +1.1M +32.3% $15.59 +45.9%
947 VISN COMMSCOPE HLDG CO INC Technology 3,881,679.0 $70.4M 0.00% +102K +2.7% $18.13 -35.9%
948 ULS UL SOLUTIONS INC Industrials 891,917.0 $70.3M 0.00% +264K +42.1% $78.86 +29.3%
949 CSTM CONSTELLIUM SE Basic Materials 3,728,118.0 $70.3M 0.00% +1.2M +48.4% $18.85 +70.0%
950 FMS FRESENIUS MEDICAL CARE AG Healthcare 2,939,839.0 $70.0M 0.00% +942K +47.2% $23.82 -5.5%
951 PLNT PLANET FITNESS INC Consumer Cyclical 643,375.0 $69.8M 0.00% +10K +1.6% $108.47 -53.7%
952 BWX SPDR SERIES TRUST 3,095,764.0 $69.7M 0.00% +272K +9.6% $22.53 -2.6%
953 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 651,402.0 $69.7M 0.00% +186K +40.0% $107.04 -15.3%
954 AVA AVISTA CORP Utilities 1,807,397.0 $69.7M 0.00% +258K +16.6% $38.54 +6.2%
955 PIPER SANDLER COMPANIES 204,613.0 $69.5M 0.00% +30K +17.1% $339.71
956 PTCT PTC THERAPEUTICS INC Healthcare 905,192.0 $68.8M 0.00% +486K +115.8% $75.96 -6.5%
957 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 12,677,955.0 $68.6M 0.00% +222K +1.8% $5.41 -2.6%
958 COLD AMERICOLD REALTY TRUST INC Real Estate 5,330,331.0 $68.5M 0.00% +2.8M +114.4% $12.86 +12.3%
959 CPRX CATALYST PHARMACEUTICALS INC Healthcare 2,933,399.0 $68.5M 0.00% +1.1M +59.1% $23.34 +34.0%
960 CRBG COREBRIDGE FINL INC Financial Services 2,268,699.0 $68.4M 0.00% +1.2M +113.5% $30.17 -8.4%
Page 48 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%