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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 1 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 UL UNILEVER PLC Consumer Defensive 9,642,607 $571.6M 0.04% SOLD
2 TTE TOTALENERGIES SE Energy 7,392,325 $441.2M 0.03% SOLD
3 MR COOPER GROUP INC 1,480,850 $312.1M 0.02% SOLD
4 KELLANOVA 3,328,086 $273.0M 0.02% SOLD
5 LLYVK LIBERTY MEDIA CORP DEL Communication Services 2,041,644 $198.0M 0.01% SOLD
6 VERONA PHARMA PLC 1,575,904 $168.2M 0.01% SOLD
7 INTERPUBLIC GROUP COS INC 5,706,326 $159.3M 0.01% SOLD
8 LIBERTY MEDIA CORP DEL 1,153,034 $108.7M 0.01% SOLD
9 SPIRIT AEROSYSTEMS HLDGS INC 2,631,343 $101.6M 0.01% SOLD
10 ISHARES TR 3,637,216 $85.0M 0.01% SOLD
11 BITQ EXCHANGE TRADED CONCEPTS TRU 3,318,015 $83.2M 0.01% SOLD
12 ISHARES TR 3,212,382 $80.9M 0.01% SOLD
13 INVESCO EXCH TRD SLF IDX FD 3,677,391 $76.1M 0.01% SOLD
14 INFORMATICA INC 2,967,701 $73.7M 0.00% SOLD
15 WNS HLDGS LTD 894,932 $68.3M 0.00% SOLD
16 ARIS WATER SOLUTIONS INC 2,032,046 $50.1M 0.00% SOLD
17 PREMIER INC 1,704,666 $47.4M 0.00% SOLD
18 CUSHMAN WAKEFIELD PLC 2,390,881 $38.1M 0.00% SOLD
19 TIDAL TRUST II 975,000 $37.9M 0.00% SOLD
20 ALLETE INC 421,392 $28.0M 0.00% SOLD
Page 1 of 24  ·  476 positions
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%