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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 75 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 RXO RXO INC Industrials 2,211,797.0 $28.0M 0.00% +521K +30.9% $12.64 +97.8%
1482 MD PEDIATRIX MEDICAL GROUP INC Healthcare 1,304,070.0 $27.9M 0.00% +25K +1.9% $21.39 +0.8%
1483 BOKF BOK FINL CORP Financial Services 235,096.0 $27.8M 0.00% +51K +27.9% $118.46 +11.8%
1484 PAGAYA TECHNOLOGIES LTD 1,326,266.0 $27.7M 0.00% +195K +17.2% $20.90
1485 RMT ROYCE MICRO-CAP TR INC Financial Services 2,652,412.0 $27.7M 0.00% +70K +2.7% $10.43 +32.5%
1486 FFBC FIRST FINL BANCORP OH Financial Services 1,104,790.0 $27.6M 0.00% +35K +3.3% $25.02 +24.5%
1487 CRVS CORVUS PHARMACEUTICALS INC Healthcare 3,567,908.0 $27.5M 0.00% +3.0M +478.1% $7.70 +66.6%
1488 BRC BRADY CORP Industrials 349,957.0 $27.4M 0.00% +32K +10.0% $78.37 +12.0%
1489 NUDM NUSHARES ETF TR 752,029.0 $27.2M 0.00% +72K +10.6% $36.21 +8.6%
1490 CCS CENTURY CMNTYS INC Consumer Cyclical 457,020.0 $27.1M 0.00% +68K +17.4% $59.35 -11.0%
1491 AKAMAI TECHNOLOGIES INC 27,370,000.0 $27.0M 0.00% +3.0M +12.3% $0.99
1492 PENN PENN ENTERTAINMENT INC Consumer Cyclical 1,831,931.0 $27.0M 0.00% +43K +2.4% $14.75 +15.7%
1493 JD.COM INC 26,938,000.0 $27.0M 0.00% +3.5M +15.0% $1.00
1494 SYNA SYNAPTICS INC Technology 364,846.0 $27.0M 0.00% +60K +19.8% $74.02 +99.4%
1495 LZ LEGALZOOM COM INC Industrials 2,715,356.0 $27.0M 0.00% +521K +23.7% $9.93 -35.5%
1496 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 2,622,749.0 $26.7M 0.00% +133K +5.3% $10.19 -0.2%
1497 LGOV FIRST TR EXCHANGE-TRADED FD 1,224,161.0 $26.7M 0.00% +56K +4.8% $21.83 -2.3%
1498 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 1,357,741.0 $26.7M 0.00% +49K +3.7% $19.68 +29.7%
1499 LIFE360 INC 416,566.0 $26.7M 0.00% +151K +56.9% $64.14
1500 FLYW FLYWIRE CORPORATION Technology 1,878,954.0 $26.6M 0.00% +431K +29.8% $14.16 +13.0%
Page 75 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%