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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 24 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SHOO MADDEN STEVEN LTD Consumer Cyclical 3,671,441.0 $152.9M 0.01% -170K -4.4% $41.64 -7.9%
462 MOH MOLINA HEALTHCARE INC Healthcare 874,936.0 $151.8M 0.01% -110K -11.1% $173.54 +7.1%
463 EEMV ISHARES INC 2,367,297.0 $151.6M 0.01% -83K -3.4% $64.04 +11.1%
464 FMB FIRST TR EXCH TRADED FD III 2,945,540.0 $150.6M 0.01% -20K -0.7% $51.14 -0.9%
465 HBM HUDBAY MINERALS INC Basic Materials 7,528,284.0 $149.4M 0.01% -210K -2.7% $19.85 +21.9%
466 OKTA OKTA INC Technology 1,722,952.0 $149.0M 0.01% -12K -0.7% $86.47 -2.6%
467 TAL TAL EDUCATION GROUP Consumer Defensive 13,637,220.0 $148.8M 0.01% -657K -4.6% $10.91 -4.5%
468 SOUTHSTATE BK CORP 1,579,164.0 $148.6M 0.01% -198K -11.1% $94.11
469 EPI WISDOMTREE TR 3,207,457.0 $148.5M 0.01% -264K -7.6% $46.29 -10.2%
470 SMMU PIMCO ETF TR 2,922,726.0 $147.4M 0.01% -740K -20.2% $50.43 -0.4%
471 ATI ATI INC Industrials 1,283,539.0 $147.3M 0.01% -131K -9.2% $114.76 +32.5%
472 AKAM AKAMAI TECHNOLOGIES INC Technology 1,680,801.0 $146.7M 0.01% -172K -9.3% $87.25 +61.0%
473 EVEREST GROUP LTD 425,241.0 $144.3M 0.01% -15K -3.3% $339.35
474 WWD WOODWARD INC Industrials 474,194.0 $143.4M 0.01% -129K -21.4% $302.32 +15.3%
475 USIG ISHARES TR 2,755,600.0 $142.7M 0.01% -111K -3.9% $51.77 -2.3%
476 ENTG ENTEGRIS INC Technology 1,685,319.0 $142.0M 0.01% -214K -11.3% $84.25 +50.0%
477 CWB SPDR SERIES TRUST 1,591,638.0 $142.0M 0.01% -23K -1.4% $89.20 +14.9%
478 SUSA ISHARES TR 1,011,602.0 $141.0M 0.01% -29K -2.8% $139.35 +7.0%
479 BROWN FORMAN CORP 5,402,889.0 $140.8M 0.01% -528K -8.9% $26.06
480 MGA MAGNA INTL INC Consumer Cyclical 2,635,095.0 $140.5M 0.01% -527K -16.7% $53.30 +11.9%
Page 24 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%