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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 39 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,223,301.0 $283.4M 0.02% +3.1M +59.0% $34.46 -26.3%
762 NTRA NATERA INC Healthcare 1,234,154.0 $282.7M 0.02% -49K -3.8% $229.09 -11.1%
763 SNA SNAP ON INC Industrials 819,468.0 $282.4M 0.02% +78K +10.6% $344.60 +4.5%
764 FOXA FOX CORP Communication Services 3,860,010.0 $282.1M 0.02% -318K -7.6% $73.07 -12.1%
765 EVRG EVERGY INC Utilities 3,873,667.0 $280.8M 0.02% -772K -16.6% $72.49 +15.4%
766 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 11,981,661.0 $279.3M 0.02% -282K -2.3% $23.31 -2.6%
767 WSO WATSCO INC Industrials 824,866.0 $277.9M 0.02% +212K +34.6% $336.95 +14.7%
768 IREN IREN LIMITED Financial Services 7,351,083.0 $277.7M 0.02% +2.8M +63.0% $37.77 +53.7%
769 TRP TC ENERGY CORP Energy 5,043,528.0 $277.4M 0.02% +487K +10.7% $55.01 +27.4%
770 CTRA COTERRA ENERGY INC Energy 10,532,781.0 $277.2M 0.02% -664K -5.9% $26.32 +23.7%
771 TTD THE TRADE DESK INC Technology 7,298,353.0 $277.0M 0.02% -3.7M -33.6% $37.96 -44.6%
772 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,076,557.0 $277.0M 0.02% -792K -20.5% $90.03 +4.9%
773 RVTY REVVITY INC Healthcare 2,844,464.0 $275.2M 0.02% +650K +29.6% $96.75 -2.0%
774 CDW CDW CORP Technology 2,012,657.0 $274.1M 0.02% -362K -15.2% $136.20 -21.5%
775 BLKB BLACKBAUD INC Technology 4,318,917.0 $273.5M 0.02% $63.32 -53.2%
776 WAT WATERS CORP Healthcare 719,171.0 $273.2M 0.02% -18K -2.5% $379.83 -10.1%
777 OMFL INVESCO EXCH TRD SLF IDX FD 4,460,387.0 $272.7M 0.02% -398K -8.2% $61.13 +10.7%
778 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,812,348.0 $272.5M 0.02% -452K -8.6% $56.62 +16.1%
779 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,079,857.0 $271.7M 0.02% +56K +1.8% $88.21 +16.6%
780 HYLS FIRST TR EXCHANGE-TRADED FD 6,476,051.0 $271.1M 0.02% +489K +8.2% $41.86 -2.8%
Page 39 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%