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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 142 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 MTEX MANNATECH INC Consumer Defensive 1.0 $16.0 -332.0 -99.7% $16.00 -73.7%
2822 SMN PROSHARES TR 1.0 $16.0 -4.0 -80.0% $16.00 -34.4%
2823 ORKT ORANGEKLOUD TECHNOLOGY INC Technology 24.0 $16.0 -310.0 -92.8% $0.67 +53.0%
2824 DRN DIREXION SHS ETF TR 1.0 $15.0 -912.0 -99.9% $15.00 -33.4%
2825 VIVOS THERAPEUTICS INC 7.0 $14.0 -1K -99.3% $2.00
2826 SCKT SOCKET MOBILE INC Technology 13.0 $13.0 -750.0 -98.3% $1.00 -14.0%
2827 SWVL HOLDINGS CORP 6.0 $11.0 -4K -99.8% $1.83
2828 INTEGRATED MEDIA TECHNLOGY L 18.0 $11.0 -6K -99.7% $0.61
2829 22ND CENTY GROUP INC 10.0 $8.0 -3.0 -23.1% $0.80
2830 XENETIC BIOSCIENCES INC 3.0 $7.0 -1.0 -25.0% $2.33
2831 SONO GROUP N V 1.0 $7.0 -115.0 -99.1% $7.00
2832 STABLEX TECHNOLOGIES INC 3.0 $7.0 -158.0 -98.1% $2.33
2833 CAN FITE BIOFARMA LTD 33.0 $7.0 -13K -99.7% $0.21
2834 DIREXION SHS ETF TR 2.0 $7.0 -2K -99.9% $3.50
2835 SMITH MICRO SOFTWARE INC 11.0 $6.0 -13K -99.9% $0.55
2836 FORESIGHT AUTONOMOUS HLDGS L 4.0 $5.0 -559.0 -99.3% $1.25
2837 JERASH HLDGS US INC 1.0 $5.0 -151.0 -99.3% $5.00
2838 BGSF BGSF INC Industrials 1.0 $5.0 -1.0 -50.0% $5.00 +3.2%
2839 ASRV AMERISERV FINL INC Financial Services 1.0 $4.0 -1K -99.9% $4.00 -4.2%
2840 ARTW ARTS WAY MFG INC Industrials 1.0 $4.0 -235.0 -99.6% $4.00 -33.8%
Page 142 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%