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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 11 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PPL PPL CORP Utilities 19,372,902.0 $678.4M 0.04% +464K +2.5% $35.02 +0.9%
202 YUM YUM BRANDS INC Consumer Cyclical 4,471,127.0 $676.4M 0.04% +105K +2.4% $151.28 -0.3%
203 CBOE CBOE GLOBAL MKTS INC Financial Services 2,691,162.0 $675.5M 0.04% +155K +6.1% $251.00 +44.8%
204 STT STATE STR CORP Financial Services 5,222,382.0 $673.7M 0.04% +433K +9.1% $129.01 +18.2%
205 SDY SPDR SERIES TRUST 4,840,696.0 $673.6M 0.04% +96K +2.0% $139.16 +5.4%
206 ENB ENBRIDGE INC Energy 14,067,947.0 $672.9M 0.04% +1.7M +13.6% $47.83 +15.8%
207 MSI MOTOROLA SOLUTIONS INC Technology 1,754,052.0 $672.4M 0.04% +35K +2.0% $383.32 +3.6%
208 B BARRICK MNG CORP Basic Materials 15,356,247.0 $668.8M 0.04% +2.2M +16.4% $43.55 -4.4%
209 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,440,659.0 $667.3M 0.04% +2.4M +21.5% $49.65 -12.0%
210 SAN BANCO SANTANDER SA Financial Services 56,109,418.0 $658.2M 0.04% +1.7M +3.2% $11.73 +1.1%
211 DLR DIGITAL RLTY TR INC Real Estate 4,251,287.0 $657.7M 0.04% +130K +3.2% $154.71 +22.1%
212 CFG CITIZENS FINL GROUP INC Financial Services 11,217,975.0 $655.2M 0.04% +299K +2.7% $58.41 +4.6%
213 NVO NOVO-NORDISK A S Healthcare 12,842,089.0 $653.4M 0.04% +429K +3.5% $50.88 -12.3%
214 MLPX GLOBAL X FDS 10,749,125.0 $650.6M 0.04% +849K +8.6% $60.53 +25.3%
215 CVNA CARVANA CO Consumer Cyclical 1,526,517.0 $644.2M 0.04% +200K +15.1% $422.02 -84.2%
216 SPSM SPDR SERIES TRUST 13,747,260.0 $644.2M 0.04% +8.4M +155.9% $46.86 +11.5%
217 ITA ISHARES TR 2,993,497.0 $642.7M 0.04% +171K +6.1% $214.69 +2.1%
218 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,478,143.0 $634.5M 0.04% +79K +3.3% $256.03 -6.8%
219 LPLA LPL FINL HLDGS INC Financial Services 1,763,263.0 $629.8M 0.04% +284K +19.2% $357.17 -15.7%
220 IT GARTNER INC Technology 2,495,575.0 $629.6M 0.04% +136K +5.8% $252.28 -42.0%
Page 11 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%