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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 15 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IJS ISHARES TR 3,100,925.0 $352.6M 0.02% -241K -7.2% $113.72 +10.4%
282 COHR COHERENT CORP Technology 1,875,889.0 $346.2M 0.02% -393K -17.3% $184.57 +92.7%
283 NTRS NORTHERN TR CORP Financial Services 2,530,104.0 $345.6M 0.02% -432K -14.6% $136.59 +21.2%
284 GRMN GARMIN LTD Technology 1,666,557.0 $338.1M 0.02% -79K -4.5% $202.85 +13.3%
285 CNP CENTERPOINT ENERGY INC Utilities 8,683,700.0 $332.9M 0.02% -158K -1.8% $38.34 +10.9%
286 IEI ISHARES TR 2,784,256.0 $332.3M 0.02% -210K -7.0% $119.35 -2.3%
287 CHH CHOICE HOTELS INTL INC Consumer Cyclical 3,478,422.0 $331.4M 0.02% -355K -9.2% $95.26 +12.7%
288 ALB ALBEMARLE CORP Basic Materials 2,323,662.0 $328.7M 0.02% -843K -26.6% $141.44 +20.1%
289 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,783,413.0 $328.2M 0.02% -281K -13.6% $184.02 +5.4%
290 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,913,620.0 $328.2M 0.02% -880K -18.4% $83.85 +14.9%
291 EMBJ EMBRAER S.A. Industrials 5,064,419.0 $326.0M 0.02% -112K -2.2% $64.37 -15.3%
292 FDS FACTSET RESH SYS INC Financial Services 1,120,740.0 $325.2M 0.02% -1.0M -48.3% $290.19 -22.1%
293 FIS FIDELITY NATL INFORMATION SV Technology 4,892,611.0 $325.2M 0.02% -685K -12.3% $66.46 -35.1%
294 SPLV INVESCO EXCH TRADED FD TR II 4,550,646.0 $325.0M 0.02% -340K -7.0% $71.42 +3.1%
295 CIEN CIENA CORP Technology 1,384,972.0 $323.9M 0.02% -357K -20.5% $233.87 +126.7%
296 CMS CMS ENERGY CORP Utilities 4,612,982.0 $322.6M 0.02% -792K -14.7% $69.93 +4.8%
297 PODD INSULET CORP Healthcare 1,134,583.0 $322.5M 0.02% -135K -10.6% $284.24 -45.9%
298 FDN FIRST TR EXCHANGE-TRADED FD 1,195,793.0 $321.9M 0.02% -158K -11.7% $269.18 -0.7%
299 VEEV VEEVA SYS INC Healthcare 1,431,519.0 $319.6M 0.02% -33K -2.2% $223.23 -26.6%
300 BP BP PLC Energy 9,187,111.0 $319.1M 0.02% -365K -3.8% $34.73 +32.3%
Page 15 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%