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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 34 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FV FIRST TR EXCHANGE TRADED FD 5,675,249.0 $357.1M 0.02% -338K -5.6% $62.92 +12.2%
662 ING ING GROEP N.V. Financial Services 12,749,112.0 $357.0M 0.02% -173K -1.3% $28.00 +9.5%
663 CSGP COSTAR GROUP INC Real Estate 5,291,136.0 $355.8M 0.02% -3.3M -38.1% $67.24 -49.5%
664 ARCC ARES CAPITAL CORP Financial Services 17,558,581.0 $355.2M 0.02% +342K +2.0% $20.23 -7.4%
665 UBS UBS GROUP AG Financial Services 7,654,099.0 $354.5M 0.02% -60K -0.8% $46.31 +2.1%
666 BIDU BAIDU INC Communication Services 2,709,426.0 $354.0M 0.02% +746K +38.0% $130.66 +0.4%
667 BBUS J P MORGAN EXCHANGE TRADED F 2,861,481.0 $352.8M 0.02% +581K +25.5% $123.31 +8.5%
668 IJS ISHARES TR 3,100,925.0 $352.6M 0.02% -241K -7.2% $113.72 +12.8%
669 TROW PRICE T ROWE GROUP INC Financial Services 3,443,322.0 $352.5M 0.02% +476K +16.1% $102.38 -0.5%
670 EXPAND ENERGY CORPORATION 3,183,177.0 $351.3M 0.02% +138K +4.5% $110.36
671 ZS ZSCALER INC Technology 1,557,640.0 $350.3M 0.02% +315K +25.4% $224.92 -22.4%
672 SOFI SOFI TECHNOLOGIES INC Financial Services 13,323,366.0 $348.8M 0.02% +3.4M +33.6% $26.18 -40.1%
673 COHR COHERENT CORP Technology 1,875,889.0 $346.2M 0.02% -393K -17.3% $184.57 +104.8%
674 NTRS NORTHERN TR CORP Financial Services 2,530,104.0 $345.6M 0.02% -432K -14.6% $136.59 +22.3%
675 CGGO CAPITAL GROUP GBL GROWTH EQT 9,961,008.0 $345.1M 0.02% +1.3M +15.3% $34.65 +14.0%
676 HEI HEICO CORP NEW Industrials 1,058,393.0 $342.5M 0.02% +45K +4.5% $323.59 -6.9%
677 XLB SELECT SECTOR SPDR TR 7,499,014.0 $340.1M 0.02% +4.0M +112.6% $45.35 +10.3%
678 ASTS AST SPACEMOBILE INC Technology 4,661,551.0 $338.6M 0.02% +1.4M +44.0% $72.63 +32.5%
679 GRMN GARMIN LTD Technology 1,666,557.0 $338.1M 0.02% -79K -4.5% $202.85 +18.2%
680 DXCM DEXCOM INC Healthcare 5,072,646.0 $336.7M 0.02% +720K +16.5% $66.37 +8.3%
Page 34 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%