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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 55 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PATHWARD FINANCIAL INC 320,213.0 $22.7M 0.00% -124K -27.9% $71.00
1082 GBX GREENBRIER COS INC Industrials 486,053.0 $22.7M 0.00% -55K -10.2% $46.74 +4.2%
1083 CGON CG ONCOLOGY INC Healthcare 545,019.0 $22.6M 0.00% -97K -15.2% $41.52 +55.6%
1084 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 1,075,501.0 $22.6M 0.00% -124K -10.3% $21.01 -4.2%
1085 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 3,983,568.0 $22.5M 0.00% -331K -7.7% $5.66 +2.8%
1086 GO GROCERY OUTLET HLDG CORP Consumer Defensive 2,228,279.0 $22.5M 0.00% -1.5M -40.2% $10.10 -20.7%
1087 IGHG PROSHARES TR 286,367.0 $22.5M 0.00% -31K -9.9% $78.42 +0.3%
1088 TRIPLE FLAG PRECIOUS METAL 674,292.0 $22.4M 0.00% -197K -22.6% $33.22
1089 NBR NABORS INDUSTRIES LTD Energy 412,241.0 $22.4M 0.00% -136K -24.8% $54.30 +92.6%
1090 QCLN FIRST TR EXCHANGE-TRADED FD 501,345.0 $22.4M 0.00% -59K -10.5% $44.59 +39.3%
1091 SAM BOSTON BEER INC Consumer Defensive 114,300.0 $22.3M 0.00% -119K -51.1% $195.13 -6.0%
1092 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 2,111,592.0 $22.0M 0.00% -794K -27.3% $10.44 -6.1%
1093 IDHQ INVESCO EXCH TRADED FD TR II 624,378.0 $21.9M 0.00% -10K -1.5% $35.15 +15.1%
1094 IMTX IMMATICS N.V Healthcare 2,089,796.0 $21.9M 0.00% -116K -5.2% $10.50 +5.3%
1095 ISHG ISHARES TR 291,547.0 $21.9M 0.00% -61K -17.3% $75.24 +0.2%
1096 GSHD GOOSEHEAD INS INC Financial Services 297,416.0 $21.9M 0.00% -27K -8.3% $73.65 -42.3%
1097 PGF INVESCO EXCHANGE TRADED FD T 1,548,101.0 $21.9M 0.00% -116K -7.0% $14.14 -2.5%
1098 SMOT VANECK ETF TRUST 602,220.0 $21.8M 0.00% -7K -1.1% $36.20 +3.1%
1099 HTFL HEARTFLOW INC Healthcare 745,924.0 $21.7M 0.00% -9K -1.2% $29.15 +0.2%
1100 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 1,528,476.0 $21.7M 0.00% -219K -12.5% $14.19 +62.2%
Page 55 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%