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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 51 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 RCUS ARCUS BIOSCIENCES INC Healthcare 1,210,754.0 $28.9M 0.00% -325K -21.2% $23.83 -0.4%
1002 CRC CALIFORNIA RES CORP Energy 643,847.0 $28.8M 0.00% -17K -2.6% $44.71 +39.3%
1003 QUS SPDR SERIES TRUST 164,826.0 $28.7M 0.00% -81K -32.9% $174.19 +6.2%
1004 DBC INVESCO DB COMMDY INDX TRCK Financial Services 1,283,715.0 $28.7M 0.00% -15K -1.2% $22.36 +37.3%
1005 PPH VANECK ETF TRUST 277,606.0 $28.6M 0.00% -378K -57.7% $103.17 +0.6%
1006 CIVITAS RESOURCES INC 1,054,859.0 $28.6M 0.00% -509K -32.5% $27.09
1007 GEM GOLDMAN SACHS ETF TR 685,147.0 $28.5M 0.00% -11K -1.5% $41.62 +20.5%
1008 BTT BLACKROCK MUN TARGET TERM TR Financial Services 1,241,871.0 $28.3M 0.00% -73K -5.5% $22.82 -0.8%
1009 NML NEUBERGER ENGY INFRSTR & INC Financial Services 3,315,764.0 $28.2M 0.00% -61K -1.8% $8.50 +22.2%
1010 ACLS AXCELIS TECHNOLOGIES INC Technology 350,220.0 $28.1M 0.00% -104K -22.9% $80.34 +89.8%
1011 NPCT NUVEEN CORE PLUS IMPACT FUND Financial Services 2,761,229.0 $28.1M 0.00% -117K -4.1% $10.18 -2.4%
1012 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 1,109,098.0 $27.7M 0.00% -15K -1.4% $25.01 +59.2%
1013 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 378,448.0 $27.6M 0.00% -460K -54.9% $72.88 -2.3%
1014 STPZ PIMCO ETF TR 513,365.0 $27.5M 0.00% -64K -11.0% $53.66 +0.5%
1015 TWST TWIST BIOSCIENCE CORP Healthcare 866,356.0 $27.5M 0.00% -626K -41.9% $31.72 +69.2%
1016 WAY WAYSTAR HLDG CORP Technology 838,814.0 $27.5M 0.00% -141K -14.4% $32.75 -41.3%
1017 COMP COMPASS INC Technology 2,596,079.0 $27.4M 0.00% -1.6M -38.5% $10.57 -19.9%
1018 PFS PROVIDENT FINL SVCS INC Financial Services 1,381,795.0 $27.3M 0.00% -16K -1.2% $19.75 +12.2%
1019 BBEU J P MORGAN EXCHANGE TRADED F 369,495.0 $27.1M 0.00% -34K -8.5% $73.30 +6.2%
1020 INTF ISHARES TR 716,912.0 $27.1M 0.00% -23K -3.1% $37.75 +9.9%
Page 51 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%