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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 58 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PENG PENGUIN SOLUTIONS INC Technology 979,737.0 $19.2M 0.00% -113K -10.3% $19.56 +149.5%
1142 CFO VICTORY PORTFOLIOS II 259,245.0 $19.1M 0.00% -24K -8.4% $73.84 +4.7%
1143 HMY HARMONY GOLD MINING CO LTD Basic Materials 959,380.0 $19.1M 0.00% -160K -14.3% $19.90 -13.6%
1144 WLY WILEY JOHN & SONS INC Communication Services 621,784.0 $19.0M 0.00% -746K -54.5% $30.63 +35.0%
1145 VIRTUS CONVERTIBLE & INCOME 1,254,551.0 $19.0M 0.00% -119K -8.7% $15.15
1146 IHAK ISHARES TR 394,121.0 $19.0M 0.00% -23K -5.5% $48.12 +13.4%
1147 ARLO ARLO TECHNOLOGIES INC Industrials 1,350,487.0 $18.9M 0.00% -24K -1.7% $13.99 -9.0%
1148 USA LIBERTY ALL STAR EQUITY FD Financial Services 3,005,226.0 $18.9M 0.00% -404K -11.9% $6.28 -8.0%
1149 ICFI ICF INTL INC Industrials 220,635.0 $18.8M 0.00% -58K -20.9% $85.30 -20.2%
1150 RAMACO RES INC 1,041,733.0 $18.8M 0.00% -38K -3.5% $18.00
1151 SBET SHARPLINK GAMING INC Financial Services 2,091,194.0 $18.7M 0.00% -80K -3.7% $8.94 -29.2%
1152 NEWAMSTERDAM PHARMA COMPANY 532,803.0 $18.7M 0.00% -965K -64.4% $35.08
1153 UGP ULTRAPAR PARTICIPACOES SA Energy 4,947,134.0 $18.7M 0.00% -1.2M -19.9% $3.77 +53.6%
1154 WERN WERNER ENTERPRISES INC Industrials 621,431.0 $18.6M 0.00% -15K -2.4% $30.01 +33.2%
1155 IOSP INNOSPEC INC Basic Materials 243,535.0 $18.6M 0.00% -10K -4.0% $76.54 +2.9%
1156 PRN INVESCO EXCHANGE TRADED FD T 105,850.0 $18.5M 0.00% -69K -39.4% $174.58 +33.9%
1157 VERX VERTEX INC Technology 924,888.0 $18.5M 0.00% -49K -5.0% $19.97 -32.3%
1158 TGB TASEKO MINES LTD Basic Materials 3,248,900.0 $18.4M 0.00% -2.5M -43.7% $5.66 +16.8%
1159 FJP FIRST TR EXCH TRD ALPHDX FD 271,912.0 $18.3M 0.00% -4K -1.4% $67.18 +13.1%
1160 SLP SIMULATIONS PLUS INC Healthcare 1,000,149.0 $18.2M 0.00% -297K -22.9% $18.23 -20.6%
Page 58 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%