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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 15 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VRT VERTIV HOLDINGS CO Industrials 6,343,129.0 $1.03B 0.06% -102K -1.6% $162.01 +109.7%
282 HCA HCA HEALTHCARE INC Healthcare 2,194,522.0 $1.02B 0.06% +65K +3.0% $466.86 -9.4%
283 MDLZ MONDELEZ INTL INC Consumer Defensive 18,949,749.0 $1.02B 0.06% -5.0M -20.9% $53.83 +14.5%
284 DYNF BLACKROCK ETF TRUST 16,575,210.0 $1.01B 0.06% +1.8M +12.5% $60.81 +7.9%
285 PNC PNC FINL SVCS GROUP INC Financial Services 4,815,394.0 $1.01B 0.06% +181K +3.9% $208.73 +2.4%
286 TKO TKO GROUP HOLDINGS INC Communication Services 4,808,486.0 $1.00B 0.06% -1.4M -22.2% $209.00 -9.1%
287 NOBL PROSHARES TR 9,647,940.0 $1.00B 0.06% -1.6M -14.0% $104.07 +2.3%
288 SPG SIMON PPTY GROUP INC NEW Real Estate 5,423,378.0 $1.00B 0.06% +77K +1.4% $185.11 +8.3%
289 ITW ILLINOIS TOOL WKS INC Industrials 4,074,849.0 $1.00B 0.06% -523K -11.4% $246.30 +1.3%
290 KKR KKR & CO INC Financial Services 7,872,268.0 $1.00B 0.06% +82K +1.1% $127.48 -24.7%
291 IUSV ISHARES TR 9,720,751.0 $996.8M 0.06% +640K +7.0% $102.54 +5.8%
292 IDEV ISHARES TR 12,080,336.0 $996.4M 0.06% +969K +8.7% $82.48 +6.7%
293 CGDV CAPITAL GROUP DIVIDEND VALUE 22,831,150.0 $996.4M 0.06% -400K -1.7% $43.64 +8.4%
294 MPC MARATHON PETE CORP Energy 6,083,885.0 $989.4M 0.06% -182K -2.9% $162.63 +59.6%
295 CENCORA INC 2,924,809.0 $987.9M 0.06% -416K -12.4% $337.75
296 ENTERGY CORP NEW 10,651,436.0 $984.5M 0.06% +2.0M +22.9% $92.43
297 COIN COINBASE GLOBAL INC Financial Services 4,351,772.0 $984.1M 0.06% +617K +16.5% $226.14 -16.2%
298 ROST ROSS STORES INC Consumer Cyclical 5,436,788.0 $979.4M 0.06% +80K +1.5% $180.14 +17.2%
299 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,318,020.0 $974.1M 0.06% +125K +3.9% $293.57 +6.0%
300 STE STERIS PLC Healthcare 3,839,818.0 $973.5M 0.06% -348K -8.3% $253.52 -16.0%
Page 15 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%