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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 76 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 MKSI MKS INC. Technology 590,521.0 $94.4M 0.01% -62K -9.5% $159.80 +96.0%
1502 AWI ARMSTRONG WORLD INDS INC NEW Industrials 493,726.0 $94.4M 0.01% +33K +7.2% $191.10 -17.8%
1503 ADC AGREE RLTY CORP Real Estate 1,307,232.0 $94.2M 0.01% +119K +10.0% $72.03 +5.1%
1504 TRNO TERRENO RLTY CORP Real Estate 1,603,575.0 $94.1M 0.01% -53K -3.2% $58.71 +12.7%
1505 W WAYFAIR INC Consumer Cyclical 937,425.0 $94.1M 0.01% -1.2M -57.0% $100.41 -35.5%
1506 CWEN CLEARWAY ENERGY INC Utilities 2,827,024.0 $94.0M 0.01% -70K -2.4% $33.26 +14.7%
1507 VRRM VERRA MOBILITY CORP Technology 4,194,005.0 $94.0M 0.01% +1.3M +44.8% $22.41 -40.7%
1508 IBDR ISHARES TR 3,878,527.0 $94.0M 0.01% +170K +4.6% $24.23 -0.0%
1509 OTEX OPEN TEXT CORP Technology 2,884,381.0 $94.0M 0.01% +1.3M +76.8% $32.58 -28.7%
1510 FOX FOX CORP Communication Services 1,446,797.0 $93.9M 0.01% -271K -15.8% $64.93 -11.2%
1511 FALN ISHARES TR 3,440,640.0 $93.9M 0.01% -1.2M -25.9% $27.30 -1.2%
1512 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 1,152,499.0 $93.9M 0.01% NEW $81.50 +17.9%
1513 UMBF UMB FINL CORP Financial Services 816,382.0 $93.9M 0.01% +91K +12.5% $115.04 +13.2%
1514 EAT BRINKER INTL INC Consumer Cyclical 653,927.0 $93.9M 0.01% +13K +2.1% $143.52 -4.8%
1515 VSS VANGUARD INTL EQUITY INDEX F 654,171.0 $93.8M 0.01% -4K -0.6% $143.33 +10.7%
1516 RGEN REPLIGEN CORP Healthcare 570,977.0 $93.6M 0.01% +86K +17.7% $163.86 -31.8%
1517 FSS FEDERAL SIGNAL CORP Industrials 861,113.0 $93.5M 0.01% -174K -16.8% $108.59 +2.8%
1518 PHEQ MORGAN STANLEY ETF TRUST 2,869,498.0 $93.5M 0.01% +139K +5.1% $32.57 +5.2%
1519 CNH INDL N V 10,130,435.0 $93.4M 0.01% -2.7M -21.2% $9.22
1520 KB KB FINL GROUP INC Financial Services 1,080,052.0 $92.9M 0.01% +42K +4.0% $86.04 +22.0%
Page 76 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%