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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 20 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GPC GENUINE PARTS CO Consumer Cyclical 2,512,478.0 $308.9M 0.02% +358K +16.6% $122.96 -24.5%
382 MPLX MPLX LP Energy 5,763,110.0 $307.6M 0.02% +1.1M +23.7% $53.37 +2.6%
383 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,782,769.0 $306.6M 0.02% +1.2M +17.8% $39.39 -23.2%
384 AVUV AMERICAN CENTY ETF TR 2,985,056.0 $304.4M 0.02% +236K +8.6% $101.98 +16.1%
385 JCPB J P MORGAN EXCHANGE TRADED F 6,423,061.0 $304.1M 0.02% +2.2M +51.3% $47.35 -1.9%
386 KEY KEYCORP Financial Services 14,730,816.0 $304.0M 0.02% +1.2M +8.7% $20.64 +1.9%
387 EVSD MORGAN STANLEY ETF TRUST 5,873,132.0 $302.1M 0.02% +648K +12.4% $51.44 -1.0%
388 AEE AMEREN CORP Utilities 3,023,867.0 $302.0M 0.02% +129K +4.5% $99.86 +7.5%
389 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 51,586,202.0 $300.7M 0.02% +40.5M +367.2% $5.83 -24.9%
390 IDV ISHARES TR 7,483,755.0 $295.2M 0.02% +178K +2.4% $39.45 +14.2%
391 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,520,646.0 $290.7M 0.02% +462K +11.4% $64.31 +35.3%
392 VIS VANGUARD WORLD FD 958,367.0 $286.0M 0.02% +25K +2.6% $298.38 +11.5%
393 GSK GSK PLC Healthcare 5,828,663.0 $285.8M 0.02% +879K +17.8% $49.04 +1.3%
394 EMXC ISHARES INC 3,923,113.0 $285.1M 0.02% +191K +5.1% $72.68 +28.7%
395 INSM INSMED INC Healthcare 1,631,906.0 $284.0M 0.02% +668K +69.3% $174.04 -37.3%
396 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,223,301.0 $283.4M 0.02% +3.1M +59.0% $34.46 -27.5%
397 SNA SNAP ON INC Industrials 819,468.0 $282.4M 0.02% +78K +10.6% $344.60 +4.4%
398 WSO WATSCO INC Industrials 824,866.0 $277.9M 0.02% +212K +34.6% $336.95 +19.6%
399 IREN IREN LIMITED Financial Services 7,351,083.0 $277.7M 0.02% +2.8M +63.0% $37.77 +40.2%
400 TRP TC ENERGY CORP Energy 5,043,528.0 $277.4M 0.02% +487K +10.7% $55.01 +24.1%
Page 20 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%