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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 90 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 7,082,013.0 $68.3M 0.00% -3.5M -32.9% $9.65 +37.1%
1782 AXS AXIS CAP HLDGS LTD Financial Services 637,596.0 $68.3M 0.00% +64K +11.2% $107.09 -7.8%
1783 ALRM ALARM COM HLDGS INC Technology 1,338,254.0 $68.3M 0.00% +12K +0.9% $51.02 -14.2%
1784 ZYMEWORKS INC 2,593,080.0 $68.3M 0.00% -1.4M -34.9% $26.33
1785 IYZ ISHARES TR 2,010,223.0 $68.1M 0.00% -78K -3.7% $33.90 +32.2%
1786 ESNT ESSENT GROUP LTD Financial Services 1,046,693.0 $68.0M 0.00% -61K -5.5% $65.01 -7.1%
1787 XSMO INVESCO EXCHANGE TRADED FD T 942,702.0 $67.9M 0.00% +181K +23.7% $72.01 +23.9%
1788 IPAC ISHARES TR 927,022.0 $67.9M 0.00% +16K +1.7% $73.21 +12.6%
1789 AROC ARCHROCK INC Energy 2,607,412.0 $67.8M 0.00% +442K +20.4% $26.02 +42.1%
1790 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 2,999,473.0 $67.8M 0.00% $22.61 +30.0%
1791 CADENCE BANK 1,582,463.0 $67.8M 0.00% +341K +27.4% $42.84
1792 RDNT RADNET INC Healthcare 949,971.0 $67.8M 0.00% +218K +29.8% $71.35 -24.0%
1793 HEDJ WISDOMTREE TR 1,277,299.0 $67.8M 0.00% -33K -2.5% $53.06 +6.9%
1794 MMIT NEW YORK LIFE INVTS ACTIVE E 2,785,502.0 $67.8M 0.00% +183K +7.0% $24.33 -0.3%
1795 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,468,034.0 $67.6M 0.00% -251K -14.6% $46.02 +5.4%
1796 BTU PEABODY ENERGY CORP Energy 2,273,605.0 $67.5M 0.00% -952K -29.5% $29.70 -15.6%
1797 DOL WISDOMTREE TR 1,024,259.0 $67.4M 0.00% +34K +3.5% $65.85 +14.1%
1798 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 910,301.0 $67.4M 0.00% +216K +31.1% $74.03 +20.9%
1799 WTFC WINTRUST FINL CORP Financial Services 481,144.0 $67.3M 0.00% -4K -0.7% $139.82 +8.5%
1800 HP HELMERICH & PAYNE INC Energy 2,344,793.0 $67.2M 0.00% -492K -17.3% $28.68 +37.4%
Page 90 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%