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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 41 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 UPWK UPWORK INC Industrials 2,765,286.0 $54.8M 0.00% -2.0M -42.0% $19.82 -56.3%
802 VNT VONTIER CORPORATION Technology 1,471,568.0 $54.7M 0.00% -59K -3.9% $37.18 -23.6%
803 COWG PACER FDS TR 1,553,074.0 $54.7M 0.00% -1.0M -39.5% $35.21 +7.0%
804 KRYS KRYSTAL BIOTECH INC Healthcare 221,481.0 $54.6M 0.00% -13K -5.6% $246.54 +23.4%
805 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 5,039,088.0 $54.6M 0.00% -223K -4.2% $10.83 -7.5%
806 SCHM SCHWAB STRATEGIC TR 1,812,779.0 $54.5M 0.00% -788K -30.3% $30.07 +14.9%
807 MDYV SPDR SERIES TRUST 643,475.0 $54.5M 0.00% -23K -3.4% $84.65 +6.3%
808 SNDR SCHNEIDER NATIONAL INC Industrials 2,046,747.0 $54.3M 0.00% -475K -18.8% $26.53 +26.6%
809 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 6,099,288.0 $54.3M 0.00% -203K -3.2% $8.90 -4.5%
810 IGRO ISHARES TR 654,069.0 $54.1M 0.00% -151K -18.7% $82.77 +7.1%
811 KMT KENNAMETAL INC Industrials 1,904,655.0 $54.1M 0.00% -137K -6.7% $28.41 +24.0%
812 AGO ASSURED GUARANTY LTD Financial Services 594,934.0 $53.5M 0.00% -57K -8.8% $89.87 -12.5%
813 GALAXY DIGITAL INC. 2,390,599.0 $53.5M 0.00% -53K -2.2% $22.36
814 MRCY MERCURY SYS INC Industrials 730,676.0 $53.3M 0.00% -146K -16.6% $73.01 +32.0%
815 ARW ARROW ELECTRS INC Technology 483,639.0 $53.3M 0.00% -84K -14.8% $110.18 +93.2%
816 HCC WARRIOR MET COAL INC Energy 603,758.0 $53.2M 0.00% -31K -4.8% $88.17 -3.1%
817 FLTR VANECK ETF TRUST 2,086,413.0 $53.2M 0.00% -110K -5.0% $25.48 +0.3%
818 DXC DXC TECHNOLOGY CO Technology 3,592,576.0 $52.6M 0.00% -65K -1.8% $14.65 -37.0%
819 KORP AMERICAN CENTY ETF TR 1,111,463.0 $52.5M 0.00% -26K -2.3% $47.25 -1.7%
820 MAIN MAIN STR CAP CORP Financial Services 867,861.0 $52.4M 0.00% -119K -12.0% $60.39 -15.5%
Page 41 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%