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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 54 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 URNM SPROTT FDS TR 442,395.0 $24.3M 0.00% -34K -7.2% $54.89 +5.8%
1062 SPHB INVESCO EXCH TRADED FD TR II 205,871.0 $24.1M 0.00% -196K -48.7% $116.97 +19.7%
1063 DRH DIAMONDROCK HOSPITALITY CO Real Estate 2,678,378.0 $24.0M 0.00% -334K -11.1% $8.96 +20.3%
1064 NKTR NEKTAR THERAPEUTICS Healthcare 566,421.0 $23.9M 0.00% -363K -39.0% $42.28 +62.2%
1065 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 1,674,157.0 $23.9M 0.00% -388K -18.8% $14.26 -11.8%
1066 CC CHEMOURS CO Basic Materials 2,015,631.0 $23.8M 0.00% -399K -16.5% $11.79 +81.8%
1067 DYN DYNE THERAPEUTICS INC Healthcare 1,213,559.0 $23.7M 0.00% -205K -14.5% $19.56 -11.2%
1068 ISCB ISHARES TR 361,019.0 $23.5M 0.00% -10K -2.8% $65.01 +9.1%
1069 USO UNITED STS OIL FD LP Financial Services 338,832.0 $23.4M 0.00% -1.1M -75.7% $69.16 +108.6%
1070 VIRTUS ARTIFICIAL INTELLIGEN 1,076,406.0 $23.4M 0.00% -88K -7.5% $21.75
1071 MLYS MINERALYS THERAPEUTICS INC Healthcare 639,507.0 $23.2M 0.00% -737K -53.6% $36.29 -16.7%
1072 SCHZ SCHWAB STRATEGIC TR 991,763.0 $23.2M 0.00% -9K -0.8% $23.37 -1.6%
1073 RWX SPDR INDEX SHS FDS 827,651.0 $23.2M 0.00% -6K -0.7% $28.00 -1.5%
1074 RXRX RECURSION PHARMACEUTICALS IN Healthcare 5,657,578.0 $23.1M 0.00% -1.6M -22.4% $4.09 -27.6%
1075 U HAUL HOLDING COMPANY 494,365.0 $23.1M 0.00% -83K -14.4% $46.74
1076 DHT DHT HOLDINGS INC Energy 1,892,149.0 $23.1M 0.00% -240K -11.2% $12.21 +45.5%
1077 EVIM MORGAN STANLEY ETF TRUST 431,796.0 $22.9M 0.00% -158K -26.8% $53.07 -0.9%
1078 FLKR FRANKLIN TEMPLETON ETF TR 714,615.0 $22.9M 0.00% -61K -7.8% $32.05 +87.8%
1079 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 1,390,895.0 $22.9M 0.00% -90K -6.1% $16.45 -3.6%
1080 OGN ORGANON & CO Healthcare 3,179,142.0 $22.8M 0.00% -1.2M -27.1% $7.17 +87.2%
Page 54 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%