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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 78 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 TX TERNIUM SA Basic Materials 160,021.0 $6.1M -14K -8.3% $38.19 +16.7%
1542 RYZ RYERSON HLDG CORP Consumer Defensive 242,648.0 $6.1M -1K -0.5% $25.16 -0.2%
1543 AVK ADVENT CONV & INCOME FD Financial Services 486,277.0 $6.1M -40K -7.6% $12.54 +0.8%
1544 SYRE SPYRE THERAPEUTICS INC Healthcare 182,734.0 $6.0M -152K -45.4% $32.76 +119.5%
1545 EWD ISHARES INC 121,212.0 $6.0M -1K -1.2% $49.23 +6.1%
1546 XSLV INVESCO EXCH TRADED FD TR II 127,993.0 $5.9M -3K -2.3% $46.37 +7.2%
1547 FIVE9 INC 6,577,000.0 $5.9M -4.9M -42.5% $0.90
1548 USNA USANA HEALTH SCIENCES INC Consumer Defensive 300,591.0 $5.9M -27K -8.1% $19.63 -7.6%
1549 AROW ARROW FINL CORP Financial Services 187,897.0 $5.9M -11K -5.8% $31.40 +17.1%
1550 AHRT ARMADA HOFFLER PPTYS INC Financial Services 886,602.0 $5.9M -71K -7.5% $6.62 +3.6%
1551 GDEN GOLDEN ENTMT INC Consumer Cyclical 215,803.0 $5.9M -120K -35.8% $27.19 +5.0%
1552 NBN NORTHEAST BK PORTLAND ME Financial Services 56,393.0 $5.9M -8K -12.7% $103.93 +19.6%
1553 DROPBOX INC 5,754,000.0 $5.8M -1.4M -19.9% $1.01
1554 ITIC INVESTORS TITLE CO NC Financial Services 23,232.0 $5.8M -1K -5.6% $249.65 -2.3%
1555 AMWL AMERICAN WELL CORP Healthcare 1,174,468.0 $5.8M -62K -5.0% $4.91 +61.1%
1556 KE KIMBALL ELECTRONICS INC Industrials 206,720.0 $5.8M -40K -16.1% $27.82 -13.0%
1557 QABA FIRST TR EXCHANGE-TRADED FD 101,291.0 $5.7M -107K -51.4% $56.66 +9.6%
1558 KOP KOPPERS HOLDINGS INC Basic Materials 209,928.0 $5.7M -10K -4.7% $27.08 +46.3%
1559 QDEF FLEXSHARES TR 69,603.0 $5.6M -575.0 -0.8% $80.96 +7.4%
1560 OSBC OLD SECOND BANCORP INC ILL Financial Services 288,122.0 $5.6M -22K -7.0% $19.50 +8.1%
Page 78 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%