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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 12 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FTCS FIRST TR EXCHANGE-TRADED FD 5,619,073.0 $519.8M 0.03% -161K -2.8% $92.51 +1.5%
222 XEL XCEL ENERGY INC Utilities 6,993,126.0 $516.5M 0.03% -196K -2.7% $73.86 +8.3%
223 FITB FIFTH THIRD BANCORP Financial Services 10,977,833.0 $513.9M 0.03% -184K -1.6% $46.81 +2.1%
224 VRSN VERISIGN INC Technology 2,110,944.0 $512.9M 0.03% -158K -7.0% $242.95 +24.8%
225 VONV VANGUARD SCOTTSDALE FDS 5,525,018.0 $510.0M 0.03% -351K -6.0% $92.30 +10.5%
226 LII LENNOX INTL INC Industrials 1,049,559.0 $509.6M 0.03% -274K -20.7% $485.58 +0.2%
227 AXON AXON ENTERPRISE INC Industrials 897,161.0 $509.5M 0.03% -107K -10.7% $567.93 -31.8%
228 RPM RPM INTL INC Basic Materials 4,833,811.0 $502.7M 0.03% -286K -5.6% $104.00 -8.1%
229 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,511,224.0 $500.3M 0.03% -1.4M -28.0% $142.50 +15.5%
230 IWV ISHARES TR 1,284,822.0 $497.0M 0.03% -25K -1.9% $386.85 +7.5%
231 ATR APTARGROUP INC Healthcare 4,049,796.0 $493.9M 0.03% -202K -4.8% $121.96 -6.3%
232 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1,705,721.0 $491.7M 0.03% -236K -12.1% $288.28 +3.4%
233 GBIL GOLDMAN SACHS ETF TR 4,882,355.0 $487.9M 0.03% -84K -1.7% $99.94 +0.1%
234 FE FIRSTENERGY CORP Utilities 10,825,147.0 $484.6M 0.03% -160K -1.5% $44.77 +0.2%
235 DOV DOVER CORP Industrials 2,479,823.0 $484.2M 0.03% -179K -6.7% $195.24 +6.9%
236 MORGAN STANLEY PATHWAY FDS 9,562,042.0 $483.8M 0.03% -237K -2.4% $50.60
237 TIP ISHARES TR 4,267,849.0 $469.1M 0.03% -70K -1.6% $109.91 +0.2%
238 OXY OCCIDENTAL PETE CORP Energy 11,398,589.0 $468.7M 0.03% -1.9M -14.0% $41.12 +46.8%
239 TYL TYLER TECHNOLOGIES INC Technology 1,030,300.0 $467.7M 0.03% -21K -2.0% $453.95 -29.0%
240 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5,514,811.0 $465.2M 0.03% -663K -10.7% $84.36 -9.2%
Page 12 of 143  ·  2,849 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%