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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 52 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 KFY KORN FERRY Industrials 933,946.0 $61.7M 0.00% +105K +12.7% $66.02 +0.9%
1022 HR HEALTHCARE RLTY TR Real Estate 3,627,298.0 $61.5M 0.00% +184K +5.3% $16.95 +20.1%
1023 LCII LCI INDS Consumer Cyclical 504,765.0 $61.2M 0.00% +50K +10.9% $121.34 -10.0%
1024 MGY MAGNOLIA OIL & GAS CORP Energy 2,796,949.0 $61.2M 0.00% +18K +0.7% $21.89 +33.6%
1025 PPLT ABRDN PLATINUM ETF TRUST Financial Services 326,667.0 $60.9M 0.00% +74K +29.3% $186.43 -90.4%
1026 PSMT PRICESMART INC Consumer Defensive 495,799.0 $60.8M 0.00% +8K +1.7% $122.67 +35.3%
1027 ETG EATON VANCE TX ADV GLBL DIV Financial Services 2,631,728.0 $60.8M 0.00% +95K +3.7% $23.10 -1.7%
1028 UEC URANIUM ENERGY CORP Energy 5,199,199.0 $60.7M 0.00% +119K +2.4% $11.68 +9.2%
1029 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 4,818,099.0 $60.7M 0.00% +1.3M +37.5% $12.60 -1.4%
1030 WTS WATTS WATER TECHNOLOGIES INC Industrials 219,876.0 $60.7M 0.00% +48K +27.7% $276.02 +8.4%
1031 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 5,137,471.0 $60.7M 0.00% +1.4M +36.6% $11.81 -0.7%
1032 DK DELEK US HLDGS INC NEW Energy 2,033,037.0 $60.3M 0.00% +403K +24.7% $29.66 +41.9%
1033 AMTM AMENTUM HOLDINGS INC Industrials 2,075,352.0 $60.2M 0.00% +269K +14.9% $29.00 -20.1%
1034 URGN UROGEN PHARMA LTD Healthcare 2,562,901.0 $60.0M 0.00% +34K +1.4% $23.42 +29.0%
1035 EWL ISHARES INC 999,835.0 $60.0M 0.00% +63K +6.8% $59.96 +4.8%
1036 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 184,883.0 $59.8M 0.00% +31K +20.4% $323.40 -4.5%
1037 MPT MEDICAL PPTYS TRUST INC Financial Services 11,954,863.0 $59.8M 0.00% +5.4M +81.7% $5.00 +3.2%
1038 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 6,796,576.0 $59.5M 0.00% +1.7M +32.3% $8.76 -33.0%
1039 BRX BRIXMOR PPTY GROUP INC Real Estate 2,267,183.0 $59.4M 0.00% +685K +43.3% $26.22 +17.7%
1040 RDN RADIAN GROUP INC Financial Services 1,648,747.0 $59.3M 0.00% +13K +0.8% $35.99 +4.5%
Page 52 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%