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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 14 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ONON ON HLDG AG Consumer Cyclical 24,119,871.0 $1.12B 0.07% +7.0M +40.9% $46.48 -18.2%
262 OTIS OTIS WORLDWIDE CORP Industrials 12,675,067.0 $1.11B 0.07% -404K -3.1% $87.35 -19.9%
263 QQQM INVESCO EXCH TRADED FD TR II 4,367,200.0 $1.10B 0.07% -454K -9.4% $252.92 +14.4%
264 GDX VANECK ETF TRUST 12,876,546.0 $1.10B 0.07% +91K +0.7% $85.77 -0.9%
265 TRV TRAVELERS COMPANIES INC Financial Services 3,793,750.0 $1.10B 0.07% +85K +2.3% $290.06 +5.0%
266 MGK VANGUARD WORLD FD 2,651,172.0 $1.09B 0.07% +277K +11.7% $412.77 -78.7%
267 FXI ISHARES TR 28,270,283.0 $1.08B 0.07% -2.2M -7.3% $38.29 -5.2%
268 MS MORGAN STANLEY Financial Services 6,094,734.0 $1.08B 0.07% -55K -0.9% $177.53 +7.0%
269 CBRE CBRE GROUP INC Real Estate 6,691,017.0 $1.08B 0.06% +403K +6.4% $160.79 -19.5%
270 GM GENERAL MTRS CO Consumer Cyclical 13,191,028.0 $1.07B 0.06% +494K +3.9% $81.32 -12.3%
271 REGN REGENERON PHARMACEUTICALS Healthcare 1,389,323.0 $1.07B 0.06% -62K -4.2% $771.87 -19.7%
272 VONG VANGUARD SCOTTSDALE FDS 8,657,734.0 $1.05B 0.06% -164K -1.9% $121.75 +4.5%
273 CAH CARDINAL HEALTH INC Healthcare 5,122,688.0 $1.05B 0.06% -108K -2.1% $205.50 -2.6%
274 IDXX IDEXX LABS INC Healthcare 1,553,731.0 $1.05B 0.06% -69K -4.2% $676.53 -19.2%
275 JAAA JANUS DETROIT STR TR 20,616,010.0 $1.04B 0.06% -1.9M -8.4% $50.58 +0.1%
276 IWR ISHARES TR 10,797,769.0 $1.04B 0.06% +460K +4.5% $96.27 +6.6%
277 O REALTY INCOME CORP Real Estate 18,291,294.0 $1.03B 0.06% +3.3M +21.6% $56.37 +9.2%
278 CSL CARLISLE COS INC Industrials 3,221,424.0 $1.03B 0.06% -308K -8.7% $319.86 +1.9%
279 TFC TRUIST FINL CORP Financial Services 20,931,279.0 $1.03B 0.06% +597K +2.9% $49.21 -5.6%
280 AMP AMERIPRISE FINL INC Financial Services 2,098,911.0 $1.03B 0.06% -95K -4.3% $490.34 -4.7%
Page 14 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%