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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 6 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ANDG ANDERSEN GROUP INC Consumer Cyclical 15,472.0 $401K NEW $25.93 +35.4%
102 URAA DIREXION SHS ETF TR 12,700.0 $397K NEW $31.25 +8.2%
103 NVDS INVESTMENT MANAGERS SER TR I 13,066.0 $366K NEW $28.01 -30.0%
104 OPENDOOR TECHNOLOGIES INC 895,907.0 $358K NEW $0.40
105 SENS SENSEONICS HLDGS INC Healthcare 64,391.0 $355K NEW $5.52 +5.4%
106 BNC CEA INDUSTRIES INC Industrials 54,328.0 $349K NEW $6.42 -57.5%
107 POLESTAR AUTOMOTIVE HLDG UK 15,220.0 $325K NEW $21.37
108 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 17,533.0 $324K NEW $18.50 -61.0%
109 KMID VIRTUS ETF TR II 13,040.0 $318K NEW $24.38 -0.8%
110 NUAI NEW ERA ENERGY & DIGITAL INC Energy 104,959.0 $308K NEW $2.93 +80.2%
111 NDIA GLOBAL X FDS 10,000.0 $298K NEW $29.80 -11.5%
112 BLLN BILLIONTOONE INC Healthcare 3,599.0 $295K NEW $81.84 +1.0%
113 SDS PROSHARES TR 4,200.0 $288K NEW $68.49 -14.4%
114 PROCAP FINL INC 80,405.0 $284K NEW $3.53
115 FETH FIDELITY ETHEREUM FD Financial Services 8,571.0 $254K NEW $29.61 -22.7%
116 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 10,399.0 $251K NEW $24.18 +115.7%
117 PELOTON INTERACTIVE INC 250,000.0 $246K NEW $0.98
118 RGEF TIDAL TRUST III 8,025.0 $246K NEW $30.66 +10.1%
119 ASSERTIO HOLDINGS INC 25,345.0 $230K NEW $9.07
120 CBC CENTRAL BANCOMPANY Financial Services 9,497.0 $229K NEW $24.12 +10.3%
Page 6 of 26  ·  515 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%