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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 107 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 BRCC BRC INC Consumer Defensive 388,083.0 $431K -171K -30.6% $1.11 +50.5%
2122 FSEP FIRST TR EXCHNG TRADED FD VI 8,350.0 $431K -113.0 -1.3% $51.56 +5.1%
2123 NMRA NEUMORA THERAPEUTICS INC. Healthcare 238,484.0 $427K -36K -13.2% $1.79 -1.1%
2124 PSEP INNOVATOR ETFS TRUST 9,707.0 $424K -24K -71.2% $43.72 +4.1%
2125 CLLS CELLECTIS S A Healthcare 87,176.0 $422K -499.0 -0.6% $4.84 -25.0%
2126 OMFS INVESCO EXCH TRD SLF IDX FD 9,433.0 $419K -788.0 -7.7% $44.47 +10.4%
2127 LVDS J P MORGAN EXCHANGE TRADED F 8,391.0 $417K -50.0 -0.6% $49.66 +10.4%
2128 FPH FIVE POINT HOLDINGS LLC Real Estate 74,268.0 $415K -8K -10.2% $5.59 -14.3%
2129 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 27,281.0 $414K -30K -52.2% $15.19 -15.6%
2130 JHS HANCOCK JOHN INCOME SECS TR Financial Services 35,161.0 $412K -13K -26.7% $11.71 -6.5%
2131 SUSL ISHARES TR 3,392.0 $411K -68.0 -2.0% $121.27 +7.0%
2132 SEALSQ CORP 107,721.0 $407K -59K -35.2% $3.78
2133 BKSE BNY MELLON ETF TRUST 3,585.0 $403K -3K -47.3% $112.52 +8.1%
2134 NRDY NERDY INC Technology 387,697.0 $403K -266K -40.7% $1.04 -26.4%
2135 ASEA GLOBAL X FDS 21,985.0 $403K -5K -17.1% $18.33 +8.6%
2136 GRNY TIDAL TRUST I 16,028.0 $397K -4K -21.6% $24.76 +6.6%
2137 VEGN ETF SER SOLUTIONS 6,473.0 $394K -280.0 -4.2% $60.82 +16.7%
2138 ARAY ACCURAY INC Healthcare 476,143.0 $393K -279K -37.0% $0.82 -65.3%
2139 AFCG ADVANCED FLOWER CAP INC Real Estate 137,448.0 $392K -1K -0.8% $2.85 +18.9%
2140 PFIG INVESCO EXCH TRADED FD TR II 16,055.0 $390K -914.0 -5.4% $24.29 -2.3%
Page 107 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%