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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 63 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 JXN JACKSON FINANCIAL INC Financial Services 1,196,405.0 $127.6M 0.01% +68K +6.0% $106.65 +1.5%
1242 HIMS HIMS & HERS HEALTH INC Healthcare 3,929,232.0 $127.6M 0.01% -3.3M -46.0% $32.47 -26.1%
1243 BWA BORGWARNER INC Consumer Cyclical 2,823,717.0 $127.2M 0.01% -80K -2.8% $45.06 +41.0%
1244 DOX AMDOCS LTD Technology 1,575,916.0 $126.9M 0.01% -36K -2.2% $80.51 -22.5%
1245 CPB THE CAMPBELLS COMPANY Consumer Defensive 4,550,388.0 $126.8M 0.01% -1.3M -22.2% $27.87 -28.1%
1246 RNR RENAISSANCERE HLDGS LTD Financial Services 451,021.0 $126.8M 0.01% -9K -2.0% $281.16 +7.8%
1247 FORM FORMFACTOR INC Technology 2,271,562.0 $126.7M 0.01% +1.1M +98.5% $55.78 +129.5%
1248 REXR REXFORD INDL RLTY INC Real Estate 3,265,811.0 $126.5M 0.01% -1.2M -26.5% $38.72 -6.9%
1249 NBSD NEUBERGER BERMAN ETF TRUST 2,465,782.0 $126.2M 0.01% +1.9M +368.2% $51.18 -0.8%
1250 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 4,340,239.0 $126.0M 0.01% +64K +1.5% $29.04 -27.7%
1251 TCAF T ROWE PRICE ETF INC 3,290,868.0 $125.8M 0.01% +240K +7.8% $38.22 +5.6%
1252 ARTY ISHARES TR 2,610,430.0 $125.8M 0.01% +234K +9.9% $48.18 +41.4%
1253 BMI BADGER METER INC Technology 720,969.0 $125.7M 0.01% -31K -4.2% $174.41 -31.1%
1254 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 10,143,636.0 $125.6M 0.01% +131K +1.3% $12.38 +15.1%
1255 LYG LLOYDS BANKING GROUP PLC Financial Services 23,685,544.0 $125.5M 0.01% -1.8M -7.0% $5.30 +2.1%
1256 UDR UDR INC Real Estate 3,416,662.0 $125.3M 0.01% +615K +21.9% $36.68 +3.1%
1257 RDY DR REDDYS LABS LTD Healthcare 8,926,051.0 $125.3M 0.01% +2.6M +41.2% $14.04 -2.9%
1258 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 2,005,073.0 $125.2M 0.01% +340K +20.4% $62.46 -6.9%
1259 FR FIRST INDL RLTY TR INC Real Estate 2,184,198.0 $125.1M 0.01% -397K -15.4% $57.27 +9.0%
1260 FIVE FIVE BELOW INC Consumer Cyclical 663,033.0 $124.9M 0.01% -246K -27.0% $188.36 +16.7%
Page 63 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%