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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 70 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 TROX TRONOX HOLDINGS PLC Basic Materials 2,423,076.0 $10.1M 0.00% -684K -22.0% $4.17 +91.1%
1382 FIDELIS INSURANCE HOLDINGS L 516,260.0 $10.1M 0.00% -277K -34.9% $19.57
1383 AUDC AUDIOCODES LTD Technology 1,154,866.0 $10.1M 0.00% -23K -2.0% $8.73 +0.1%
1384 ENFR ALPS ETF TR 318,230.0 $10.0M 0.00% -3K -0.8% $31.46 +26.8%
1385 PSIX POWER SOLUTIONS INTL INC Industrials 174,754.0 $10.0M 0.00% -23K -11.5% $57.14 -35.3%
1386 GSWO GOLDMAN SACHS ETF TR 172,206.0 $9.9M 0.00% -114K -39.8% $57.74 +9.3%
1387 PICB INVESCO EXCH TRADED FD TR II 411,901.0 $9.8M 0.00% -5K -1.1% $23.88 -2.0%
1388 MIAMI INTL HLDGS INC 220,879.0 $9.8M 0.00% -300K -57.6% $44.38
1389 IVOL KRANESHARES TRUST 510,980.0 $9.8M 0.00% -414K -44.7% $19.16 -6.0%
1390 EWN ISHARES INC 170,451.0 $9.7M 0.00% -15K -8.2% $57.03 +17.2%
1391 KBA KRANESHARES TRUST 313,369.0 $9.7M 0.00% -23K -6.8% $30.90 +7.7%
1392 IBEX IBEX LTD Technology 251,813.0 $9.6M 0.00% -37K -12.8% $38.18 -16.1%
1393 ARVN ARVINAS INC Healthcare 810,072.0 $9.6M 0.00% -852K -51.3% $11.86 -23.3%
1394 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 561,416.0 $9.6M 0.00% -89K -13.7% $17.11 -4.6%
1395 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 759,247.0 $9.6M 0.00% -18K -2.3% $12.61 -0.4%
1396 CLOUDFLARE INC 8,151,000.0 $9.6M 0.00% -2.7M -25.1% $1.17
1397 WPP WPP PLC NEW Communication Services 423,256.0 $9.5M 0.00% -31K -6.9% $22.46 -17.5%
1398 SPT SPROUT SOCIAL INC Technology 842,969.0 $9.5M 0.00% -1.3M -61.0% $11.27 -39.7%
1399 NUTX NUTEX HEALTH INC Healthcare 57,640.0 $9.5M 0.00% -63K -52.3% $164.62 -27.8%
1400 HLMN HILLMAN SOLUTIONS CORP Industrials 1,095,678.0 $9.5M 0.00% -85K -7.2% $8.66 -16.3%
Page 70 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%