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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 5 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ICICI BANK LIMITED 53,772,858.0 $1.60B 0.10% +4.0M +8.0% $29.80
82 FBND FIDELITY MERRIMACK STR TR 34,716,320.0 $1.60B 0.10% +4.8M +16.2% $46.04 -1.8%
83 VCSH VANGUARD SCOTTSDALE FDS 19,425,956.0 $1.55B 0.09% +260K +1.4% $79.73 -1.2%
84 WDC WESTERN DIGITAL CORP Technology 8,944,662.0 $1.54B 0.09% +542K +6.5% $172.27 +161.3%
85 XLI SELECT SECTOR SPDR TR 9,884,699.0 $1.53B 0.09% +836K +9.2% $155.12 +9.7%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 28,348,637.0 $1.53B 0.09% +481K +1.7% $53.94 +6.6%
87 CL COLGATE PALMOLIVE CO Consumer Defensive 19,246,217.0 $1.52B 0.09% +323K +1.7% $79.02 +13.1%
88 HYG ISHARES TR 18,215,323.0 $1.47B 0.09% +1.4M +8.4% $80.63 -1.3%
89 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,317,516.0 $1.46B 0.09% +258K +5.1% $275.39 +165.8%
90 VYM VANGUARD WHITEHALL FDS 10,202,996.0 $1.46B 0.09% +161K +1.6% $143.52 +8.8%
91 EVTR MORGAN STANLEY ETF TRUST 28,229,610.0 $1.45B 0.09% +5.5M +24.1% $51.50 -2.1%
92 USMV ISHARES TR 15,236,841.0 $1.43B 0.09% +466K +3.1% $94.16 +1.4%
93 MSTR STRATEGY INC Technology 9,380,398.0 $1.43B 0.09% +963K +11.4% $151.95 +7.6%
94 SLB SLB LIMITED Energy 37,095,243.0 $1.42B 0.09% +483K +1.3% $38.38 +48.5%
95 ET ENERGY TRANSFER L P Energy 86,310,272.0 $1.42B 0.09% +25.4M +41.6% $16.49 +23.1%
96 MSCI MSCI INC Financial Services 2,467,556.0 $1.42B 0.09% +52K +2.2% $573.73 +0.7%
97 XBI SPDR SERIES TRUST 11,491,683.0 $1.40B 0.08% +883K +8.3% $121.93 +5.1%
98 RDVY FIRST TR EXCHANGE TRADED FD 20,152,942.0 $1.40B 0.08% +941K +4.9% $69.47 +5.9%
99 VGSH VANGUARD SCOTTSDALE FDS 23,769,661.0 $1.40B 0.08% +1.7M +7.6% $58.73 -0.9%
100 VGIT VANGUARD SCOTTSDALE FDS 22,609,003.0 $1.35B 0.08% +2.8M +14.0% $59.93 -2.2%
Page 5 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%