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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 80 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AVAV AEROVIRONMENT INC Industrials 354,479.0 $85.7M 0.01% -227K -39.1% $241.89 -32.6%
1582 FTDR FRONTDOOR INC Consumer Cyclical 1,485,123.0 $85.7M 0.01% +153K +11.5% $57.69 +6.6%
1583 RALLIANT CORP 1,682,367.0 $85.6M 0.01% +600K +55.4% $50.91
1584 VIOO VANGUARD ADMIRAL FDS INC 771,734.0 $85.6M 0.01% -28K -3.5% $110.96 +13.5%
1585 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,810,013.0 $85.2M 0.01% +513K +39.6% $47.06 +6.5%
1586 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 5,213,773.0 $85.1M 0.01% +169K +3.4% $16.32 -4.5%
1587 REET ISHARES TR 3,406,677.0 $85.0M 0.01% -44K -1.3% $24.95 +10.0%
1588 FSLY FASTLY INC Technology 8,339,234.0 $84.9M 0.01% +1.1M +14.7% $10.18 +61.1%
1589 FRT FEDERAL RLTY INVT TR NEW Real Estate 841,812.0 $84.9M 0.01% -31K -3.5% $100.80 +17.7%
1590 NXT NEXTPOWER INC Technology 973,500.0 $84.8M 0.01% $87.11 +38.9%
1591 AXGN AXOGEN INC Healthcare 2,586,870.0 $84.7M 0.01% +157K +6.5% $32.73 +26.2%
1592 SSRM SSR MINING IN Basic Materials 3,861,853.0 $84.7M 0.01% +521K +15.6% $21.92 +40.2%
1593 FIXT TCW ETF TRUST 2,212,609.0 $84.6M 0.01% +79K +3.7% $38.22 -2.2%
1594 SCHB SCHWAB STRATEGIC TR 3,217,149.0 $84.4M 0.01% +21K +0.7% $26.23 +9.0%
1595 PFLD ETF SER SOLUTIONS 4,306,796.0 $84.3M 0.01% -811K -15.8% $19.57 +0.2%
1596 SYNOVUS FINL CORP 1,683,475.0 $84.3M 0.01% $50.05
1597 MILLROSE PPTYS INC 2,814,843.0 $84.1M 0.01% +445K +18.8% $29.87
1598 M MACYS INC Consumer Cyclical 3,800,349.0 $83.8M 0.01% -1.2M -24.5% $22.05 -6.5%
1599 LECO LINCOLN ELEC HLDGS INC Industrials 349,565.0 $83.8M 0.01% -48K -12.0% $239.64 +8.5%
1600 KNF KNIFE RIVER CORP Basic Materials 1,189,341.0 $83.7M 0.01% -20K -1.7% $70.35 +4.7%
Page 80 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%