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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 36 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FIS FIDELITY NATL INFORMATION SV Technology 4,892,611.0 $325.2M 0.02% -685K -12.3% $66.46 -34.4%
702 SPLV INVESCO EXCH TRADED FD TR II 4,550,646.0 $325.0M 0.02% -340K -7.0% $71.42 +3.2%
703 CIEN CIENA CORP Technology 1,384,972.0 $323.9M 0.02% -357K -20.5% $233.87 +151.1%
704 DD DUPONT DE NEMOURS INC Basic Materials 8,037,745.0 $323.1M 0.02% +817K +11.3% $40.20 +17.3%
705 CMS CMS ENERGY CORP Utilities 4,612,982.0 $322.6M 0.02% -792K -14.7% $69.93 +5.3%
706 PODD INSULET CORP Healthcare 1,134,583.0 $322.5M 0.02% -135K -10.6% $284.24 -44.9%
707 FDN FIRST TR EXCHANGE-TRADED FD 1,195,793.0 $321.9M 0.02% -158K -11.7% $269.18 +0.9%
708 ALAB ASTERA LABS INC Technology 1,934,467.0 $321.8M 0.02% +480K +33.0% $166.36 +79.0%
709 TERN TERNS PHARMACEUTICALS INC Healthcare 7,945,608.0 $321.0M 0.02% +357K +4.7% $40.40 +31.1%
710 SPMO INVESCO EXCH TRADED FD TR II 2,682,877.0 $320.1M 0.02% +200K +8.1% $119.32 +21.3%
711 VEEV VEEVA SYS INC Healthcare 1,431,519.0 $319.6M 0.02% -33K -2.2% $223.23 -26.1%
712 EVLN MORGAN STANLEY ETF TRUST 6,454,638.0 $319.3M 0.02% +918K +16.6% $49.47 -1.0%
713 BP BP PLC Energy 9,187,111.0 $319.1M 0.02% -365K -3.8% $34.73 +29.2%
714 BCS BARCLAYS PLC Financial Services 12,521,555.0 $318.7M 0.02% -739K -5.6% $25.45 -5.8%
715 PHM PULTE GROUP INC Consumer Cyclical 2,716,659.0 $318.6M 0.02% -174K -6.0% $117.26 -0.9%
716 DTE DTE ENERGY CO Utilities 2,468,125.0 $318.3M 0.02% -17K -0.7% $128.98 +11.5%
717 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,494,328.0 $316.9M 0.02% +164K +4.9% $90.70 +3.8%
718 NTAP NETAPP INC Technology 2,957,076.0 $316.7M 0.02% +20K +0.7% $107.09 +15.7%
719 BOND PIMCO ETF TR 3,380,670.0 $314.7M 0.02% +420K +14.2% $93.08 -1.9%
720 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,676,471.0 $314.5M 0.02% $117.52 +8.2%
Page 36 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%