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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 297 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5921 LVWR LIVEWIRE GROUP INC Consumer Cyclical 46,343.0 $205K +14K +42.3% $4.42 -67.9%
5922 DERM JOURNEY MED CORP Healthcare 26,500.0 $204K +6K +27.8% $7.71 -19.5%
5923 SIXA EXCHANGE TRADED CONCEPTS TRU 4,088.0 $204K NEW $49.94 +11.0%
5924 XEMD BONDBLOXX ETF TRUST 4,573.0 $204K +465.0 +11.3% $44.58 -0.0%
5925 EFNL ISHARES TR 4,261.0 $204K -206.0 -4.6% $47.83 +17.1%
5926 SDHC SMITH DOUGLAS HOMES CORP Real Estate 12,150.0 $204K +2K +20.7% $16.77 -31.8%
5927 PSCM INVESCO EXCH TRADED FD TR II 2,422.0 $204K -17K -87.7% $84.07 +20.0%
5928 QQQH NEOS ETF TRUST 3,748.0 $204K +427.0 +12.9% $54.32 +2.9%
5929 CBK COMMERCIAL BANCGROUP INC Financial Services 8,286.0 $204K NEW $24.56 +18.4%
5930 OAKM HARRIS OAKMARK ETF TRUST 7,157.0 $203K +5K +312.3% $28.36 -1.3%
5931 GREENBRIER COS INC 188,000.0 $202K $1.07
5932 MDXHEALTH SA 56,536.0 $202K +52K +1086.7% $3.57
5933 CONL GRANITESHARES ETF TR 13,729.0 $201K +3K +22.5% $14.65 -45.7%
5934 VELO3D INC 14,607.0 $201K +12K +496.2% $13.74
5935 QVCGA QVC GROUP INC Consumer Cyclical 19,135.0 $200K -683.0 -3.5% $10.46 -98.0%
5936 WATSCO INC 589.0 $200K $339.10
5937 CLWT EURO TECH HOLDINGS CO LTD Industrials 166,347.0 $200K -10K -5.4% $1.20 +0.8%
5938 VRA VERA BRADLEY INC Consumer Cyclical 82,195.0 $199K -63K -43.5% $2.42 +36.4%
5939 LRGC AB ACTIVE ETFS INC 2,548.0 $198K $77.74 +6.6%
5940 VANGUARD CALIF TAX FREE FDS 1,974.0 $198K +135.0 +7.3% $100.27
Page 297 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%