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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 48 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 LNT ALLIANT ENERGY CORP Utilities 3,084,452.0 $200.5M 0.01% -67K -2.1% $65.01 +12.7%
942 AVTR AVANTOR INC Healthcare 17,468,418.0 $200.2M 0.01% +11.2M +179.4% $11.46 -31.3%
943 SPIB SPDR SERIES TRUST 5,919,428.0 $200.1M 0.01% +624K +11.8% $33.81 -1.4%
944 IYF ISHARES TR 1,551,356.0 $200.0M 0.01% $128.93 -4.3%
945 BZ KANZHUN LIMITED Industrials 9,800,740.0 $199.7M 0.01% -232K -2.3% $20.38 -32.3%
946 HUBS HUBSPOT INC Technology 497,214.0 $199.5M 0.01% +166K +50.1% $401.30 -50.6%
947 EFAV ISHARES TR 2,310,102.0 $199.2M 0.01% +190K +9.0% $86.25 +6.8%
948 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 12,987,864.0 $199.2M 0.01% $15.34 -3.4%
949 OGE OGE ENERGY CORP Utilities 4,628,210.0 $197.6M 0.01% +2.4M +103.2% $42.70 +12.6%
950 PSKY PARAMOUNT SKYDANCE CORP Communication Services 14,725,740.0 $197.3M 0.01% -104K -0.7% $13.40 -24.4%
951 DOC HEALTHPEAK PROPERTIES INC Real Estate 12,251,344.0 $197.0M 0.01% +72K +0.6% $16.08 +22.1%
952 CSW INDUSTRIALS INC 669,601.0 $196.5M 0.01% +110K +19.6% $293.53
953 STRL STERLING INFRASTRUCTURE INC Industrials 638,566.0 $195.5M 0.01% -151K -19.1% $306.23 +145.6%
954 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,017,107.0 $195.2M 0.01% NEW $48.58 +73.9%
955 CAVA CAVA GROUP INC Consumer Cyclical 3,318,894.0 $194.8M 0.01% +836K +33.6% $58.69 +38.5%
956 AOS SMITH A O CORP Industrials 2,909,395.0 $194.6M 0.01% +101K +3.6% $66.88 -14.5%
957 FTSL FIRST TR EXCHANGE-TRADED FD 4,226,966.0 $193.9M 0.01% -335K -7.3% $45.88 -2.1%
958 QIAGEN NV 4,306,976.0 $193.7M 0.01% -70K -1.6% $44.97
959 NATWEST GROUP PLC 11,061,146.0 $193.6M 0.01% +1.0M +10.0% $17.50
960 BLD TOPBUILD CORP Industrials 462,840.0 $193.1M 0.01% +165K +55.5% $417.19 -1.4%
Page 48 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%