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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 44 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BLV VANGUARD BD INDEX FDS 653,972.0 $45.5M 0.00% -106K -13.9% $69.52 -2.7%
862 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 3,608,808.0 $45.4M 0.00% -592K -14.1% $12.58 -2.2%
863 TPH TRI POINTE HOMES INC Consumer Cyclical 1,435,945.0 $45.2M 0.00% -310K -17.8% $31.47 +49.2%
864 PFXF VANECK ETF TRUST 2,541,327.0 $44.9M 0.00% -39K -1.5% $17.66 +4.4%
865 SYLD CAMBRIA ETF TR 644,465.0 $44.8M 0.00% -66K -9.3% $69.52 +12.6%
866 SKT TANGER INC Real Estate 1,338,348.0 $44.7M 0.00% -60K -4.3% $33.37 +6.8%
867 FXE INVESCO CURRENCYSHARES EURO Financial Services 411,128.0 $44.6M 0.00% -37K -8.2% $108.46 -1.1%
868 TAC TRANSALTA CORP Utilities 3,497,528.0 $44.2M 0.00% -4.6M -56.8% $12.64 +2.7%
869 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 2,491,632.0 $44.1M 0.00% -1.1M -31.3% $17.69 -19.6%
870 PZA INVESCO EXCH TRADED FD TR II 1,899,820.0 $44.1M 0.00% -345K -15.4% $23.19 -1.1%
871 CYRX CRYOPORT INC Industrials 4,587,544.0 $44.0M 0.00% -23K -0.5% $9.60 +48.1%
872 PONY AI INC 3,024,346.0 $43.9M 0.00% -286K -8.6% $14.50
873 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 1,858,871.0 $43.3M 0.00% -505K -21.4% $23.32 +6.6%
874 IDYA IDEAYA BIOSCIENCES INC Healthcare 1,252,404.0 $43.3M 0.00% -328K -20.8% $34.57 -14.6%
875 GBCI GLACIER BANCORP INC NEW Financial Services 979,812.0 $43.2M 0.00% -27K -2.7% $44.05 +8.5%
876 CLBT CELLEBRITE DI LTD Technology 2,390,114.0 $43.1M 0.00% -492K -17.1% $18.03 -27.0%
877 FEDERATED HERMES INC 825,452.0 $43.0M 0.00% -100K -10.8% $52.07
878 IGR CBRE GBL REAL ESTATE INC FD Financial Services 9,757,644.0 $42.7M 0.00% -884K -8.3% $4.38 +6.2%
879 FTRE FORTREA HLDGS INC Healthcare 2,467,625.0 $42.6M 0.00% -340K -12.1% $17.25 -23.8%
880 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 1,463,247.0 $42.4M 0.00% -830K -36.2% $29.00 -14.3%
Page 44 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%