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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 70 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 PRG PROG HOLDINGS INC Industrials 1,142,496.0 $33.7M 0.00% +193K +20.3% $29.49 +18.3%
1382 NWL NEWELL BRANDS INC Consumer Defensive 9,042,598.0 $33.6M 0.00% +4.1M +82.6% $3.72 -3.2%
1383 FCG FIRST TR EXCHANGE-TRADED FD 1,436,361.0 $33.6M 0.00% +44K +3.2% $23.41 +24.8%
1384 VET VERMILION ENERGY INC Energy 4,028,433.0 $33.6M 0.00% +796K +24.6% $8.34 +42.0%
1385 CDRE CADRE HLDGS INC Industrials 822,628.0 $33.6M 0.00% +31K +3.9% $40.84 -23.9%
1386 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 1,075,551.0 $33.6M 0.00% +162K +17.8% $31.22 +7.6%
1387 FCPT FOUR CORNERS PPTY TR INC Real Estate 1,451,436.0 $33.5M 0.00% +167K +13.0% $23.06 +9.8%
1388 PNQI INVESCO EXCHANGE TRADED FD T 619,487.0 $33.4M 0.00% +7K +1.1% $53.95 -11.0%
1389 PRA PROASSURANCE CORP Financial Services 1,381,908.0 $33.4M 0.00% +995K +257.1% $24.16 +1.9%
1390 IVOV VANGUARD ADMIRAL FDS INC 330,328.0 $33.4M 0.00% +46K +16.2% $101.01 +8.6%
1391 PGNY PROGYNY INC Healthcare 1,286,631.0 $33.0M 0.00% +70K +5.8% $25.68 -2.5%
1392 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 3,039,217.0 $33.0M 0.00% +136K +4.7% $10.87 -0.3%
1393 CALX CALIX INC Technology 622,875.0 $33.0M 0.00% +61K +10.9% $52.93 -23.8%
1394 EBC EASTERN BANKSHARES INC Financial Services 1,788,372.0 $33.0M 0.00% +516K +40.6% $18.43 +9.7%
1395 XFOR X4 PHARMACEUTICALS INC Healthcare 8,208,015.0 $32.8M 0.00% +8.2M +10000.0% $4.00 +1.0%
1396 ICLN ISHARES TR 1,996,459.0 $32.8M 0.00% +695K +53.5% $16.43 +39.6%
1397 GHC GRAHAM HLDGS CO Consumer Defensive 29,839.0 $32.8M 0.00% +2K +5.5% $1098.67 +1.7%
1398 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 567,959.0 $32.8M 0.00% +251K +79.0% $57.69 +38.3%
1399 CPA COPA HOLDINGS SA Industrials 270,039.0 $32.6M 0.00% +6K +2.2% $120.61 +17.9%
1400 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 2,060,349.0 $32.6M 0.00% +39K +1.9% $15.80 -0.3%
Page 70 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%