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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 49 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 IVZ INVESCO LTD Financial Services 7,338,776.0 $192.8M 0.01% -293K -3.8% $26.27 +2.7%
962 TSN TYSON FOODS INC Consumer Defensive 3,286,088.0 $192.6M 0.01% -57K -1.7% $58.62 +13.5%
963 ALLE ALLEGION PLC Industrials 1,209,676.0 $192.6M 0.01% -126K -9.4% $159.22 -17.9%
964 ITB ISHARES TR 1,994,342.0 $192.1M 0.01% +219K +12.3% $96.30 -5.7%
965 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,074,827.0 $192.0M 0.01% -55K -4.9% $178.59 +0.9%
966 RCI ROGERS COMMUNICATIONS INC Communication Services 5,080,341.0 $191.7M 0.01% +2.9M +138.0% $37.73 -4.2%
967 NVST ENVISTA HOLDINGS CORPORATION Healthcare 8,809,244.0 $191.2M 0.01% -1.2M -12.0% $21.71 +8.8%
968 JHMM JOHN HANCOCK EXCHANGE TRADED 2,914,232.0 $190.8M 0.01% +140K +5.0% $65.48 +9.9%
969 MLI MUELLER INDS INC Industrials 1,659,496.0 $190.5M 0.01% +146K +9.7% $114.80 +16.4%
970 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 8,520,548.0 $190.2M 0.01% +2.6M +43.6% $22.32 -26.2%
971 UHS UNIVERSAL HLTH SVCS INC Healthcare 871,377.0 $190.0M 0.01% +325K +59.5% $218.02 -24.6%
972 ISPY PROSHARES TR 4,162,211.0 $189.9M 0.01% +935K +29.0% $45.63 +6.1%
973 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 389,275.0 $189.7M 0.01% -50K -11.3% $487.25 +15.7%
974 CWAN CLEARWATER ANALYTICS HLDGS I Technology 7,855,686.0 $189.5M 0.01% +1.1M +15.8% $24.12 +1.0%
975 REGL PROSHARES TR 2,249,203.0 $189.4M 0.01% -65K -2.8% $84.22 +5.0%
976 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 4,165,872.0 $189.1M 0.01% +1.0M +33.3% $45.40 -7.2%
977 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3,605,646.0 $188.5M 0.01% -698K -16.2% $52.28 +34.4%
978 HTHT H WORLD GROUP LTD Consumer Cyclical 4,002,602.0 $188.3M 0.01% -1.2M -23.5% $47.05 -1.5%
979 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,157,306.0 $188.2M 0.01% +338K +7.0% $36.49 +3.2%
980 FNV FRANCO NEV CORP Basic Materials 906,771.0 $188.0M 0.01% +154K +20.5% $207.28 +9.0%
Page 49 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%