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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 106 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 LUXEXPERIENCE BV 58,890.0 $492K -58K -49.4% $8.35
2102 CAF MORGAN STANLEY CHINA A SH FD Financial Services 27,935.0 $485K -29K -50.5% $17.36 +11.7%
2103 CMTL COMTECH TELECOMMUNICATIONS C Technology 91,530.0 $484K -26K -22.2% $5.29 -30.1%
2104 AXON ENTERPRISE INC 191,000.0 $480K -200K -51.1% $2.52
2105 GANX GAIN THERAPEUTICS INC Healthcare 147,591.0 $475K -8K -5.2% $3.22 -50.6%
2106 RRBI RED RIVER BANCSHARES INC Financial Services 6,651.0 $475K -4K -35.2% $71.43 +24.7%
2107 CRBU CARIBOU BIOSCIENCES INC Healthcare 298,456.0 $475K -60K -16.7% $1.59 +23.9%
2108 BMEA BIOMEA FUSION INC Healthcare 372,629.0 $462K -70K -15.9% $1.24 -1.6%
2109 ADV ADVANTAGE SOLUTIONS INC Communication Services 523,792.0 $461K -279K -34.8% $0.88 +3862.5%
2110 ECHOSTAR CORP 135,086.0 $451K -5.2M -97.5% $3.34
2111 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 36,744.0 $450K -17K -31.7% $12.26 -8.5%
2112 RENATUS TACTICAL ACQUIS 42,200.0 $450K -4K -8.4% $10.67
2113 BKCG BNY MELLON ETF TRUST II 12,362.0 $450K -243.0 -1.9% $36.42 +3.8%
2114 RGC REGENCELL BIOSCIENCE HLDGS L Healthcare 21,424.0 $450K -16K -43.4% $21.00 +32.3%
2115 MERC MERCER INTL INC Basic Materials 227,103.0 $450K -185K -45.0% $1.98 -50.8%
2116 PALC PACER FDS TR 8,544.0 $446K -862.0 -9.2% $52.24 +4.9%
2117 DRIV GLOBAL X FDS 14,847.0 $439K -5K -25.1% $29.58 +28.0%
2118 LUCKY STRIKE ENTERTAINMENT C 51,680.0 $438K -216K -80.7% $8.47
2119 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 11,256.0 $436K -50K -81.8% $38.73 -12.4%
2120 VFMO VANGUARD WELLINGTON FD 2,271.0 $434K -882.0 -28.0% $191.26 +16.0%
Page 106 of 143  ·  2,849 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%