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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 63 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 1,396,889.0 $14.6M 0.00% -36K -2.5% $10.48 +17.1%
1242 RLX RLX TECHNOLOGY INC Consumer Defensive 6,250,492.0 $14.6M 0.00% -642K -9.3% $2.33 -9.9%
1243 SKYWARD SPECIALTY INS GROUP 284,813.0 $14.6M 0.00% -98K -25.7% $51.11
1244 QQXT FIRST TR EXCHANGE-TRADED FD 146,150.0 $14.5M 0.00% -249K -63.1% $99.37 -0.9%
1245 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 1,042,834.0 $14.5M 0.00% -170K -14.0% $13.91 -4.4%
1246 TREEHOUSE FOODS INC 614,354.0 $14.5M 0.00% -84K -12.0% $23.59
1247 GTM ZOOMINFO TECHNOLOGIES INC Technology 1,424,261.0 $14.5M 0.00% -1.1M -43.4% $10.17 -64.9%
1248 RDW REDWIRE CORPORATION Industrials 1,904,911.0 $14.5M 0.00% -99K -4.9% $7.60 +94.3%
1249 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 553,417.0 $14.5M 0.00% -140K -20.2% $26.13 +41.9%
1250 FUMB FIRST TR EXCH TRADED FD III 720,112.0 $14.4M 0.00% -177K -19.7% $20.06 -0.1%
1251 KURA KURA ONCOLOGY INC Healthcare 1,389,828.0 $14.4M 0.00% -423K -23.3% $10.39 +7.1%
1252 FLGB FRANKLIN TEMPLETON ETF TR 427,640.0 $14.4M 0.00% -6K -1.4% $33.75 +7.1%
1253 SEM SELECT MED HLDGS CORP Healthcare 966,710.0 $14.4M 0.00% -252K -20.7% $14.85 +11.2%
1254 COUR COURSERA INC Consumer Defensive 1,948,478.0 $14.3M 0.00% -480K -19.8% $7.36 -28.8%
1255 ANNX ANNEXON INC Healthcare 2,856,143.0 $14.3M 0.00% -174K -5.7% $5.02 +8.4%
1256 HTH HILLTOP HOLDINGS INC Financial Services 420,004.0 $14.3M 0.00% -28K -6.2% $33.94 +10.0%
1257 ASH ASHLAND INC Basic Materials 241,460.0 $14.2M 0.00% -101K -29.5% $58.67 -4.1%
1258 SPIP SPDR SERIES TRUST 543,864.0 $14.1M 0.00% -19K -3.4% $25.95 -0.2%
1259 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 1,446,835.0 $14.1M 0.00% -1.2M -46.3% $9.73 -24.2%
1260 RERE ATRENEW INC Consumer Cyclical 2,651,394.0 $14.1M 0.00% -415K -13.5% $5.30 -2.3%
Page 63 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%