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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 83 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 MCS MARCUS CORP DEL Communication Services 276,331.0 $4.3M -95K -25.6% $15.51 +18.1%
1642 KOS KOSMOS ENERGY LTD Energy 4,709,209.0 $4.3M -1.5M -24.7% $0.91 +243.8%
1643 ASTL ALGOMA STL GROUP INC Basic Materials 1,040,539.0 $4.3M -252K -19.5% $4.10 +15.4%
1644 ALTL PACER FDS TR 99,291.0 $4.3M -18K -15.3% $42.92 +7.2%
1645 EDN EMPRESA DIST Y COMERCIAL NOR Utilities 140,773.0 $4.2M -46K -24.8% $29.96 -16.6%
1646 BSL BLACKSTONE SENI FLTN RAT 202 Financial Services 311,419.0 $4.2M -47K -13.1% $13.50 -3.3%
1647 UDMY UDEMY INC Consumer Defensive 715,922.0 $4.2M -1.3M -64.6% $5.85 -20.9%
1648 IRSA INVERSIONES Y REP S A 253,024.0 $4.2M -71K -21.8% $16.54
1649 BSRR SIERRA BANCORP Financial Services 128,019.0 $4.2M -2K -1.4% $32.68 +17.8%
1650 DHF BNY MELLON HIGH YIELD STRATE Financial Services 1,686,256.0 $4.2M -207K -11.0% $2.48 -2.8%
1651 PCQ PIMCO CALIF MUN INCOME FD Financial Services 476,390.0 $4.2M -57K -10.7% $8.73 -1.5%
1652 PSTL POSTAL REALTY TRUST INC Real Estate 257,173.0 $4.2M -24K -8.5% $16.14 +45.8%
1653 HTLD HEARTLAND EXPRESS INC Industrials 458,417.0 $4.1M -205K -30.9% $9.03 +58.1%
1654 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 714,693.0 $4.1M -8K -1.1% $5.76 +60.4%
1655 SOCL GLOBAL X FDS 74,306.0 $4.1M -4K -5.2% $55.21 -19.3%
1656 ZUMZ ZUMIEZ INC Consumer Cyclical 157,072.0 $4.1M -103K -39.7% $26.05 -12.6%
1657 EYPT EYEPOINT INC Healthcare 223,699.0 $4.1M -754K -77.1% $18.27 -30.0%
1658 SIBN SI-BONE INC Healthcare 204,899.0 $4.0M -60K -22.6% $19.72 -24.8%
1659 DJCO DAILY JOURNAL CORP Technology 8,288.0 $4.0M -5K -38.3% $487.35 -4.5%
1660 NNDM NANO DIMENSION LTD Technology 2,618,051.0 $4.0M -459K -14.9% $1.54 +4.5%
Page 83 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%