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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 91 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 GAP GAP INC Consumer Cyclical 2,625,165.0 $67.2M 0.00% +66K +2.6% $25.60 -6.5%
1802 APOGEE THERAPEUTICS INC 890,264.0 $67.2M 0.00% +425K +91.5% $75.48
1803 GLOB GLOBANT S A Technology 1,027,471.0 $67.2M 0.00% +108K +11.7% $65.37 -41.4%
1804 HTO H2O AMERICA Utilities 1,368,180.0 $67.0M 0.00% +755K +123.0% $48.99 +17.6%
1805 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 3,470,377.0 $67.0M 0.00% -201K -5.5% $19.31 +1.2%
1806 SPYD SPDR SERIES TRUST 1,546,240.0 $66.9M 0.00% +63K +4.3% $43.25 +10.2%
1807 VLYPN VALLEY NATL BANCORP Financial Services 5,715,459.0 $66.8M 0.00% +1.6M +39.6% $11.68 +122.3%
1808 IESC IES HLDGS INC Industrials 171,488.0 $66.7M 0.00% +12K +7.7% $389.02 +80.8%
1809 QBTS D-WAVE QUANTUM INC Technology 2,550,977.0 $66.7M 0.00% -3.8M -59.8% $26.15 +4.3%
1810 ARIS ARIS MNG CORP Basic Materials 4,109,797.0 $66.7M 0.00% -220K -5.1% $16.23 +5.4%
1811 BRBR BELLRING BRANDS INC Consumer Defensive 2,494,422.0 $66.7M 0.00% +888K +55.2% $26.73 -67.5%
1812 BKGI BNY MELLON ETF TRUST 1,651,431.0 $66.6M 0.00% +1.2M +279.9% $40.34 +14.9%
1813 EXLS EXLSERVICE HOLDINGS INC Technology 1,569,266.0 $66.6M 0.00% +78K +5.2% $42.44 -32.0%
1814 BKE BUCKLE INC Consumer Cyclical 1,244,389.0 $66.5M 0.00% +263K +26.8% $53.42 -8.4%
1815 IBDX ISHARES TR 2,603,401.0 $66.5M 0.00% +387K +17.5% $25.53 -1.4%
1816 EPP ISHARES INC 1,316,758.0 $66.5M 0.00% +51K +4.0% $50.47 +9.2%
1817 DWM WISDOMTREE TR 965,799.0 $66.4M 0.00% -41K -4.1% $68.76 +8.3%
1818 HYD VANECK ETF TRUST 1,297,365.0 $66.3M 0.00% -173K -11.8% $51.12 -0.1%
1819 RITM RITHM CAPITAL CORP Real Estate 6,079,402.0 $66.3M 0.00% +835K +15.9% $10.90 -14.6%
1820 EDV VANGUARD WORLD FD 1,017,943.0 $66.2M 0.00% -203K -16.7% $65.01 -2.8%
Page 91 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%