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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 67 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 AOR ISHARES TR 571,943.0 $37.2M 0.00% +144K +33.7% $65.01 +6.7%
1322 EVH EVOLENT HEALTH INC Healthcare 9,278,123.0 $37.1M 0.00% +1.3M +16.3% $4.00 -4.3%
1323 FTGS FIRST TR EXCHANGE-TRADED FD 1,049,331.0 $37.1M 0.00% +139K +15.2% $35.35 +4.6%
1324 CRVL CORVEL CORP Financial Services 547,477.0 $37.0M 0.00% +61K +12.5% $67.67 -9.8%
1325 ALX ALEXANDERS INC Real Estate 169,491.0 $36.9M 0.00% +146K +608.8% $217.94 +15.7%
1326 LIBERTY GLOBAL LTD 3,314,624.0 $36.9M 0.00% +404K +13.9% $11.14
1327 MAGN MAGNERA CORP Industrials 2,422,467.0 $36.7M 0.00% +854K +54.4% $15.14 -29.0%
1328 FIDELITY COVINGTON TRUST 492,368.0 $36.6M 0.00% +19K +4.0% $74.28
1329 LGND LIGAND PHARMACEUTICALS INC Healthcare 193,402.0 $36.6M 0.00% +5K +2.5% $189.07 +24.5%
1330 CTRI CENTURI HOLDINGS INC Utilities 1,446,988.0 $36.5M 0.00% +339K +30.6% $25.25 +24.0%
1331 ARCB ARCBEST CORP Industrials 492,400.0 $36.5M 0.00% +8K +1.7% $74.19 +74.5%
1332 CVR PARTNERS LP 355,845.0 $36.5M 0.00% +14K +4.2% $102.50
1333 BSCX INVESCO EXCH TRD SLF IDX FD 1,696,854.0 $36.4M 0.00% +226K +15.4% $21.46 -1.8%
1334 ROBT FIRST TR EXCHANGE TRADED FD 700,695.0 $36.3M 0.00% +162K +30.2% $51.87 +9.9%
1335 MCY MERCURY GENL CORP NEW Financial Services 386,300.0 $36.3M 0.00% +38K +10.8% $94.06 +8.0%
1336 ASAN ASANA INC Technology 2,647,505.0 $36.3M 0.00% +624K +30.9% $13.71 -52.0%
1337 SIVR ABRDN SILVER ETF TRUST Financial Services 536,624.0 $36.3M 0.00% +53K +11.0% $67.64 +8.2%
1338 JPIB J P MORGAN EXCHANGE TRADED F 745,083.0 $36.3M 0.00% +275K +58.7% $48.70 -1.2%
1339 NKX NUVEEN CALIFORNIA AMT QLT MU Financial Services 2,916,009.0 $36.3M 0.00% +52K +1.8% $12.44 +1.0%
1340 BOH BANK HAWAII CORP Financial Services 527,866.0 $36.1M 0.00% +12K +2.3% $68.37 +14.7%
Page 67 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%