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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 86 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 FLDR FIDELITY MERRIMACK STR TR 371,438.0 $18.7M 0.00% +7K +1.8% $50.23 -0.1%
1702 SDIV GLOBAL X FDS 775,126.0 $18.6M 0.00% +86K +12.5% $24.03 +5.1%
1703 TALO TALOS ENERGY INC Energy 1,689,320.0 $18.6M 0.00% +260K +18.2% $11.02 +41.5%
1704 TRMK TRUSTMARK CORP Financial Services 477,472.0 $18.6M 0.00% +123K +34.5% $38.95 +15.3%
1705 EWX SPDR INDEX SHS FDS 281,308.0 $18.5M 0.00% +11K +3.9% $65.66 +15.4%
1706 CNMD CONMED CORP Healthcare 454,849.0 $18.5M 0.00% +162K +55.3% $40.60 -8.5%
1707 TEI TEMPLETON EMERGING MKTS INCO Financial Services 2,860,983.0 $18.5M 0.00% +152K +5.6% $6.45 -2.6%
1708 PALL ABRDN PALLADIUM ETF TRUST Financial Services 126,413.0 $18.4M 0.00% +16K +14.9% $145.38 -82.6%
1709 TY TRI CONTL CORP Financial Services 562,413.0 $18.4M 0.00% +61K +12.3% $32.66 +7.3%
1710 PUMP PROPETRO HLDG CORP Energy 1,928,080.0 $18.3M 0.00% +1.0M +117.1% $9.51 +81.8%
1711 ATLANTA BRAVES HLDGS INC 464,600.0 $18.3M 0.00% +45K +10.7% $39.45
1712 SUZ SUZANO S A Basic Materials 1,955,831.0 $18.3M 0.00% +74K +3.9% $9.34 -12.2%
1713 DMBS DOUBLELINE ETF TRUST 367,871.0 $18.3M 0.00% +11K +3.1% $49.66 -1.5%
1714 NHI NATIONAL HEALTH INVS INC Real Estate 237,569.0 $18.1M 0.00% +40K +20.3% $76.37 +0.4%
1715 GARP ISHARES TR 266,021.0 $18.1M 0.00% +266K +10000.0% $68.10 +17.0%
1716 BHE BENCHMARK ELECTRS INC Technology 423,203.0 $18.1M 0.00% +7K +1.6% $42.76 +100.2%
1717 ADEA ADEIA INC Technology 1,048,703.0 $18.1M 0.00% +156K +17.4% $17.25 +58.9%
1718 PETROLEO BRASILEIRO SA PETRO 1,598,802.0 $18.0M 0.00% +366K +29.7% $11.27
1719 REM ISHARES TR 810,199.0 $18.0M 0.00% +47K +6.1% $22.18 -1.5%
1720 LIVN LIVANOVA PLC Healthcare 291,459.0 $17.9M 0.00% +6K +2.0% $61.53 +21.2%
Page 86 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%