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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 34 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 314,962.0 $81.5M 0.01% -62K -16.5% $258.65 +36.5%
662 JAMES HARDIE INDS PLC 3,925,740.0 $81.5M 0.01% -473K -10.8% $20.75
663 EEFT EURONET WORLDWIDE INC Technology 1,069,863.0 $81.4M 0.01% -55K -4.9% $76.11 -11.7%
664 RMBS RAMBUS INC DEL Technology 885,092.0 $81.3M 0.01% -181K -17.0% $91.89 +32.8%
665 URBN URBAN OUTFITTERS INC Consumer Cyclical 1,076,797.0 $81.0M 0.01% -1.4M -56.6% $75.26 -8.5%
666 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 4,211,288.0 $80.9M 0.01% -89K -2.1% $19.20 +2.8%
667 KBE SPDR SERIES TRUST 1,330,255.0 $80.7M 0.01% -174K -11.5% $60.69 +4.4%
668 IONS IONIS PHARMACEUTICALS INC Healthcare 1,019,906.0 $80.7M 0.01% -160K -13.6% $79.11 -6.7%
669 CYTK CYTOKINETICS INC Healthcare 1,265,301.0 $80.4M 0.01% -256K -16.8% $63.54 +20.3%
670 EWW ISHARES INC 1,142,007.0 $79.2M 0.01% -568K -33.2% $69.33 +13.2%
671 BRKR BRUKER CORP Healthcare 1,676,840.0 $79.0M 0.01% -509K -23.3% $47.11 -6.0%
672 IQDG WISDOMTREE TR 1,902,500.0 $78.9M 0.01% -28K -1.4% $41.48 +2.3%
673 LW LAMB WESTON HLDGS INC Consumer Defensive 1,881,007.0 $78.8M 0.01% -195K -9.4% $41.89 +0.7%
674 TKR TIMKEN CO Industrials 934,236.0 $78.6M 0.01% -180K -16.2% $84.13 +30.0%
675 LUMN LUMEN TECHNOLOGIES INC Communication Services 10,095,977.0 $78.4M 0.01% -537K -5.0% $7.77 +18.3%
676 CMC COMMERCIAL METALS CO Basic Materials 1,132,879.0 $78.4M 0.01% -261K -18.7% $69.22 +0.2%
677 USPH U S PHYSICAL THERAPY Healthcare 1,003,333.0 $78.4M 0.01% -129K -11.4% $78.09 -21.1%
678 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 1,718,345.0 $78.3M 0.01% -57K -3.2% $45.57 +29.8%
679 ECG EVERUS CONSTR GROUP Industrials 914,533.0 $78.2M 0.01% -263K -22.3% $85.56 +70.9%
680 NIO NIO INC Consumer Cyclical 15,269,286.0 $77.9M 0.01% -897K -5.5% $5.10 +12.5%
Page 34 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%