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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 11 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EVTR MORGAN STANLEY ETF TRUST 28,229,610.0 $1.45B 0.09% +5.5M +24.1% $51.50 -2.6%
202 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15,899,133.0 $1.45B 0.09% -727K -4.4% $91.21 +1.1%
203 DUK DUKE ENERGY CORP NEW Utilities 12,340,630.0 $1.45B 0.09% -111K -0.9% $117.21 +6.1%
204 USB US BANCORP DEL Financial Services 27,087,096.0 $1.45B 0.09% -350K -1.3% $53.36 +0.4%
205 USMV ISHARES TR 15,236,841.0 $1.43B 0.09% +466K +3.1% $94.16 +2.1%
206 MSTR STRATEGY INC Technology 9,380,398.0 $1.43B 0.09% +963K +11.4% $151.95 +9.9%
207 SLB SLB LIMITED Energy 37,095,243.0 $1.42B 0.09% +483K +1.3% $38.38 +48.6%
208 ET ENERGY TRANSFER L P Energy 86,310,272.0 $1.42B 0.09% +25.4M +41.6% $16.49 +23.5%
209 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,961,548.0 $1.42B 0.09% -1.3M -29.7% $480.57 +3.2%
210 MSCI MSCI INC Financial Services 2,467,556.0 $1.42B 0.09% +52K +2.2% $573.73 +2.9%
211 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,120,310.0 $1.41B 0.08% $453.36 -2.6%
212 XBI SPDR SERIES TRUST 11,491,683.0 $1.40B 0.08% +883K +8.3% $121.93 +4.4%
213 RDVY FIRST TR EXCHANGE TRADED FD 20,152,942.0 $1.40B 0.08% +941K +4.9% $69.47 +5.8%
214 VGSH VANGUARD SCOTTSDALE FDS 23,769,661.0 $1.40B 0.08% +1.7M +7.6% $58.73 -1.0%
215 CPNG COUPANG INC Consumer Cyclical 58,860,223.0 $1.39B 0.08% -9.2M -13.6% $23.59 -35.5%
216 VGK VANGUARD INTL EQUITY INDEX F 16,250,731.0 $1.36B 0.08% -2.9M -15.3% $83.61 +3.8%
217 VGIT VANGUARD SCOTTSDALE FDS 22,609,003.0 $1.35B 0.08% +2.8M +14.0% $59.93 -2.5%
218 DGRO ISHARES TR 19,366,070.0 $1.34B 0.08% +332K +1.7% $69.42 +6.3%
219 GLW CORNING INC Technology 15,206,561.0 $1.33B 0.08% -192K -1.2% $87.56 +102.1%
220 EQT EQT CORP Energy 24,744,626.0 $1.33B 0.08% +765K +3.2% $53.60 +10.8%
Page 11 of 410  ·  8,196 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%