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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 40 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CGUS CAPITAL GROUP CORE EQUITY ET 6,715,499.0 $270.2M 0.02% +593K +9.7% $40.23 +8.4%
782 HII HUNTINGTON INGALLS INDS INC Industrials 792,241.0 $269.4M 0.02% -24K -2.9% $340.07 -6.6%
783 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 4,205,767.0 $269.3M 0.02% +966K +29.8% $64.04 +30.2%
784 EQR EQUITY RESIDENTIAL Real Estate 4,270,623.0 $269.2M 0.02% +561K +15.1% $63.04 +4.3%
785 FLUTTER ENTMT PLC 1,247,956.0 $268.4M 0.02% -614K -33.0% $215.04
786 PKG PACKAGING CORP AMER Consumer Cyclical 1,293,360.0 $266.7M 0.02% -150K -10.4% $206.23 +3.4%
787 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,377,798.0 $266.5M 0.02% +24K +1.8% $193.43 +7.4%
788 IDA IDACORP INC Utilities 2,103,940.0 $266.3M 0.02% +189K +9.9% $126.56 +11.9%
789 LEIDOS HOLDINGS INC 1,474,369.0 $266.0M 0.02% -76K -4.9% $180.40
790 TOTL SSGA ACTIVE ETF TR 6,604,998.0 $265.9M 0.02% +913K +16.0% $40.25 -2.4%
791 VICI VICI PPTYS INC Real Estate 9,451,047.0 $265.8M 0.02% +374K +4.1% $28.12 +1.0%
792 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 123,048.0 $264.1M 0.02% +30K +31.8% $2146.21 -7.3%
793 KNG FIRST TR EXCHANGE-TRADED FD 5,367,743.0 $263.8M 0.02% -468K -8.0% $49.15 -1.3%
794 CAG CONAGRA BRANDS INC Consumer Defensive 15,229,557.0 $263.6M 0.02% +2.4M +18.5% $17.31 -22.7%
795 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 8,444,801.0 $263.6M 0.02% +2.0M +30.4% $31.21 +10.0%
796 SPSB SPDR SERIES TRUST 8,712,343.0 $263.1M 0.02% +1.0M +13.2% $30.20 -0.7%
797 INCY INCYTE CORP Healthcare 2,663,823.0 $263.1M 0.02% +23K +0.9% $98.77 -1.4%
798 EIX EDISON INTL Utilities 4,382,331.0 $263.0M 0.02% -341K -7.2% $60.02 +17.2%
799 GDXJ VANECK ETF TRUST 2,306,483.0 $262.4M 0.02% +145K +6.7% $113.78 -1.4%
800 PRAXIS PRECISION MEDICINES I 889,889.0 $262.3M 0.02% +246K +38.3% $294.74
Page 40 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%