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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 5 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 TAXS NORTHERN FDS 40,000 $2.0M SOLD
82 MERIDIANLINK INC 91,791 $1.8M SOLD
83 HCM II ACQUISITION CORP 283,078 $1.7M SOLD
84 CORECARD CORPORATION 57,170 $1.5M SOLD
85 SEMTECH CORP 400,000 $1.4M SOLD
86 PIONEER FLOATING RATE FUND I 137,192 $1.4M SOLD
87 MSTY TIDAL TRUST II 96,577 $1.3M SOLD
88 PJUN INNOVATOR ETFS TRUST 31,900 $1.3M SOLD
89 PERFORMANT HEALTHCARE INC 162,164 $1.3M SOLD
90 SYZ LAZARD ACTIVE ETF TR 50,000 $1.3M SOLD
91 HCM II ACQUISITION CORP 71,420 $1.2M SOLD
92 PROSHARES TR 66,547 $1.0M SOLD
93 MUNA NORTHERN FDS 10,000 $1.0M SOLD
94 DEXCOM INC 970,000 $962K SOLD
95 PROVIDENT BANCORP INC 70,353 $882K SOLD
96 Q2 HLDGS INC 874,000 $862K SOLD
97 IAF ABRDN AUSTRALIA EQUITY FD IN Financial Services 179,775 $825K SOLD
98 EVOKE PHARMA INC 159,358 $792K SOLD
99 NUTANIX INC 574,000 $790K SOLD
100 NORTHERN OIL & GAS INC 773,000 $774K SOLD
Page 5 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%