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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 135 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 EDGI ADVISORS INNER CIRCLE FD II 19.0 $539.0 -43.0 -69.3% $28.37 +6.9%
2682 CASTOR MARITIME INC 259.0 $536.0 -9K -97.1% $2.07
2683 PGAC PANTAGES CAPITAL ACQUISITION Financial Services 51.0 $528.0 -15K -99.7% $10.35 +1.7%
2684 UG UNITED GUARDIAN INC Consumer Defensive 79.0 $487.0 -1.0 -1.2% $6.16 +16.1%
2685 GP GREENPOWER MTR CO INC Consumer Cyclical 582.0 $454.0 -23.0 -3.8% $0.78 +39.7%
2686 DXLG DESTINATION XL GROUP INC Consumer Cyclical 482.0 $443.0 -4K -89.3% $0.92 -22.7%
2687 VANI VIVANI MEDICAL INC Healthcare 341.0 $419.0 -98.0 -22.3% $1.23 -4.8%
2688 MIMI MINT INCORPORATION LTD Industrials 1,394.0 $418.0 -11K -88.5% $0.30 +903.8%
2689 BDSX BIODESIX INC Healthcare 61.0 $415.0 -15.0 -19.7% $6.80 +108.3%
2690 DT CLOUD STAR ACQUISITION CO 37.0 $398.0 -8.0 -17.8% $10.76
2691 HYFM HYDROFARM HLDGS GROUP INC Industrials 261.0 $394.0 -2K -87.2% $1.51 -33.8%
2692 EMTY PROSHARES TR 31.0 $388.0 -645.0 -95.4% $12.52 +0.7%
2693 MY SIZE INC 509.0 $386.0 -7K -93.2% $0.76
2694 IPEX INFLECTION POINT ACQU CORP V Financial Services 37.0 $380.0 -3.0 -7.5% $10.27 +1.8%
2695 GWAV GREENWAVE TECHNOLOGY SOLUTIO Industrials 72.0 $377.0 -181.0 -71.5% $5.24 -31.6%
2696 CODX CO-DIAGNOSTICS INC Healthcare 2,200.0 $371.0 -4K -62.0% $0.17 +662.0%
2697 YI 111 INC Healthcare 140.0 $358.0 -5K -97.3% $2.56 +126.4%
2698 KALA BIO INC 607.0 $338.0 -926.0 -60.4% $0.56
2699 NXTT NEXT TECHNOLOGY HOLDING INC Technology 54.0 $326.0 -2K -96.5% $6.04 -74.3%
2700 AYTU BIOPHARMA INC 125.0 $325.0 -161.0 -56.3% $2.60
Page 135 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%