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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 74 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 IRT INDEPENDENCE RLTY TR INC Real Estate 5,649,829.0 $98.8M 0.01% +3.8M +209.5% $17.48 -3.9%
1462 DTD WISDOMTREE TR 1,162,988.0 $98.7M 0.01% +53K +4.7% $84.88 +8.7%
1463 LMND LEMONADE INC Financial Services 1,381,573.0 $98.3M 0.01% +70K +5.4% $71.18 -19.9%
1464 AGI ALAMOS GOLD INC NEW Basic Materials 2,548,632.0 $98.3M 0.01% -567K -18.2% $38.58 +1.7%
1465 SBSW SIBANYE STILLWATER LTD Basic Materials 6,898,349.0 $98.3M 0.01% -2.8M -28.5% $14.25 -16.9%
1466 FLS FLOWSERVE CORP Industrials 1,414,342.0 $98.1M 0.01% -123K -8.0% $69.38 -0.9%
1467 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,476,005.0 $98.0M 0.01% -227K -13.3% $66.39 +13.8%
1468 OSCR OSCAR HEALTH INC Healthcare 6,814,046.0 $97.9M 0.01% +2.0M +42.8% $14.37 +54.1%
1469 AWR AMER STATES WTR CO Utilities 1,347,240.0 $97.6M 0.01% +758K +128.8% $72.48 +5.3%
1470 FROG JFROG LTD Technology 1,562,151.0 $97.6M 0.01% +1.3M +550.2% $62.46 +14.4%
1471 EHC ENCOMPASS HEALTH CORP Healthcare 919,028.0 $97.5M 0.01% +131K +16.6% $106.14 -1.6%
1472 NTNX NUTANIX INC Technology 1,886,770.0 $97.5M 0.01% -1.3M -40.6% $51.69 -13.5%
1473 SLYG SPDR SERIES TRUST 1,035,279.0 $97.5M 0.01% +261K +33.8% $94.19 +13.9%
1474 CRTO CRITEO S A Communication Services 4,723,794.0 $97.4M 0.01% +839K +21.6% $20.61 -16.7%
1475 CCC CCC INTELLIGENT SOLUTIONS HL Technology 12,233,467.0 $97.3M 0.01% -969K -7.3% $7.95 -42.9%
1476 FAF FIRST AMERN FINL CORP Financial Services 1,582,554.0 $97.2M 0.01% $61.44 +10.4%
1477 STLA STELLANTIS N.V Consumer Cyclical 8,918,850.0 $97.1M 0.01% +299K +3.5% $10.89 -30.9%
1478 AYI ACUITY INC Industrials 269,101.0 $96.9M 0.01% +60K +28.5% $360.04 -21.9%
1479 RSPT INVESCO EXCHANGE TRADED FD T 2,125,719.0 $96.7M 0.01% -204K -8.8% $45.51 +30.4%
1480 ALK ALASKA AIR GROUP INC Industrials 1,921,213.0 $96.6M 0.01% +280K +17.1% $50.30 -18.3%
Page 74 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%