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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 100 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 BGS B & G FOODS INC NEW Consumer Defensive 2,568,910.0 $11.0M 0.00% +436K +20.4% $4.30 -3.0%
1982 BIOHAVEN LTD 975,196.0 $11.0M 0.00% +429K +78.7% $11.29
1983 BSMW INVESCO EXCH TRD SLF IDX FD 438,308.0 $11.0M 0.00% +121K +38.2% $25.11 -1.2%
1984 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 936,680.0 $11.0M 0.00% +169K +22.0% $11.74 -3.0%
1985 SFL SFL CORPORATION LTD Industrials 1,407,394.0 $11.0M 0.00% +240K +20.6% $7.81 +57.2%
1986 EIG EMPLOYERS HLDGS INC Financial Services 253,954.0 $11.0M 0.00% +12K +5.1% $43.17 +1.7%
1987 PBE INVESCO EXCHANGE TRADED FD T 133,303.0 $11.0M 0.00% +35K +36.0% $82.15 -0.0%
1988 FRME FIRST MERCHANTS CORP Financial Services 291,208.0 $10.9M 0.00% +9K +3.2% $37.48 +7.1%
1989 BSCY INVESCO EXCH TRD SLF IDX FD 518,972.0 $10.9M 0.00% +65K +14.2% $21.02 -2.2%
1990 VRE VERIS RESIDENTIAL INC Real Estate 732,380.0 $10.9M 0.00% +34K +4.9% $14.88 +27.7%
1991 CET CENTRAL SECS CORP Financial Services 212,816.0 $10.8M 0.00% +19K +10.1% $50.71 +4.8%
1992 FCAL FIRST TR EXCH TRADED FD III 218,423.0 $10.8M 0.00% +9K +4.2% $49.31 -0.8%
1993 MESOBLAST LTD 596,952.0 $10.8M 0.00% +131K +28.2% $18.04
1994 HZO MARINEMAX INC Consumer Cyclical 444,263.0 $10.8M 0.00% +233K +110.2% $24.23 +44.1%
1995 MAZE MAZE THERAPEUTICS INC Healthcare 258,086.0 $10.7M 0.00% +45K +21.3% $41.43 -37.8%
1996 CHY CALAMOS CONV & HIGH INCOME F Financial Services 943,356.0 $10.7M 0.00% +16K +1.7% $11.31 +14.2%
1997 FSTA FIDELITY COVINGTON TRUST 216,362.0 $10.6M 0.00% +44K +25.6% $49.19 +8.8%
1998 BLACKLINE INC 10,095,000.0 $10.6M 0.00% +4.6M +84.6% $1.05
1999 HELP CYBIN INC Healthcare 1,299,756.0 $10.6M 0.00% +1.1M +470.9% $8.18 -42.8%
2000 NEXTERA ENERGY CAP HLDGS INC 8,560,000.0 $10.6M 0.00% +340K +4.1% $1.24
Page 100 of 192  ·  3,828 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%