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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 10 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITOT ISHARES TR 10,899,766.0 $1.62B 0.10% +195K +1.8% $148.69 +8.2%
182 CVS CVS HEALTH CORP Healthcare 20,373,774.0 $1.62B 0.10% +1.2M +6.3% $79.36 +21.0%
183 CB CHUBB LIMITED Financial Services 5,158,213.0 $1.61B 0.10% -179K -3.4% $312.12 +5.8%
184 ICICI BANK LIMITED 53,772,858.0 $1.60B 0.10% +4.0M +8.0% $29.80
185 FBND FIDELITY MERRIMACK STR TR 34,716,320.0 $1.60B 0.10% +4.8M +16.2% $46.04 -1.8%
186 EWJ ISHARES INC 19,577,080.0 $1.58B 0.09% -645K -3.2% $80.74 +12.3%
187 EMR EMERSON ELEC CO Industrials 11,806,049.0 $1.57B 0.09% -231K -1.9% $132.72 -0.4%
188 COP CONOCOPHILLIPS Energy 16,709,645.0 $1.56B 0.09% -512K -3.0% $93.61 +33.0%
189 VCSH VANGUARD SCOTTSDALE FDS 19,425,956.0 $1.55B 0.09% +260K +1.4% $79.73 -1.2%
190 WDC WESTERN DIGITAL CORP Technology 8,944,662.0 $1.54B 0.09% +542K +6.5% $172.27 +166.2%
191 XLI SELECT SECTOR SPDR TR 9,884,699.0 $1.53B 0.09% +836K +9.2% $155.12 +9.7%
192 BMY BRISTOL-MYERS SQUIBB CO Healthcare 28,348,637.0 $1.53B 0.09% +481K +1.7% $53.94 +6.2%
193 CL COLGATE PALMOLIVE CO Consumer Defensive 19,246,217.0 $1.52B 0.09% +323K +1.7% $79.02 +13.8%
194 ROP ROPER TECHNOLOGIES INC Industrials 3,376,267.0 $1.50B 0.09% -534K -13.7% $445.13 -26.2%
195 DELL DELL TECHNOLOGIES INC Technology 11,883,657.0 $1.50B 0.09% -157K -1.3% $125.88 +89.0%
196 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,793,465.0 $1.49B 0.09% -62K -1.3% $310.24 +15.8%
197 HYG ISHARES TR 18,215,323.0 $1.47B 0.09% +1.4M +8.4% $80.63 -1.3%
198 WM WASTE MGMT INC DEL Industrials 6,671,652.0 $1.47B 0.09% -950K -12.5% $219.71 +1.4%
199 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,317,516.0 $1.46B 0.09% +258K +5.1% $275.39 +168.9%
200 VYM VANGUARD WHITEHALL FDS 10,202,996.0 $1.46B 0.09% +161K +1.6% $143.52 +9.1%
Page 10 of 410  ·  8,196 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%