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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 93 of 410  ·  8,196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 MSA MSA SAFETY INC Industrials 404,022.0 $64.7M 0.00% -47K -10.5% $160.14 +8.0%
1842 CORP PIMCO ETF TR 660,979.0 $64.7M 0.00% +37K +6.0% $97.85 -1.1%
1843 MUR MURPHY OIL CORP Energy 2,067,537.0 $64.6M 0.00% -149K -6.7% $31.25 +13.6%
1844 FLRN SPDR SERIES TRUST 2,102,442.0 $64.6M 0.00% +139K +7.0% $30.73 +0.3%
1845 ABCB AMERIS BANCORP Financial Services 869,711.0 $64.6M 0.00% +341K +64.5% $74.27 +15.6%
1846 AMBA AMBARELLA INC Technology 911,477.0 $64.6M 0.00% -47K -4.9% $70.84 +27.5%
1847 HYS PIMCO ETF TR 678,313.0 $64.3M 0.00% -52K -7.2% $94.82 -1.2%
1848 IYT ISHARES TR 862,857.0 $64.3M 0.00% -22K -2.5% $74.51 +13.1%
1849 DOCS DOXIMITY INC Healthcare 1,449,907.0 $64.2M 0.00% +130K +9.8% $44.28 -54.6%
1850 TENB TENABLE HLDGS INC Technology 2,728,338.0 $64.2M 0.00% +413K +17.9% $23.53 +7.7%
1851 APPF APPFOLIO INC Technology 275,549.0 $64.1M 0.00% +31K +12.8% $232.65 -28.5%
1852 SEDG SOLAREDGE TECHNOLOGIES INC Energy 2,220,836.0 $64.1M 0.00% -120K -5.1% $28.85 +149.6%
1853 MADISON SQUARE GARDEN ENTMT 1,187,189.0 $64.0M 0.00% -138K -10.4% $53.89
1854 MUC BLACKROCK MUNIHLDNGS CALI QL Financial Services 6,034,241.0 $64.0M 0.00% $10.60 +0.8%
1855 EXP EAGLE MATLS INC Basic Materials 309,417.0 $64.0M 0.00% -10K -3.0% $206.68 +2.9%
1856 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 906,101.0 $63.9M 0.00% +77K +9.3% $70.53 -2.8%
1857 EPS WISDOMTREE TR 899,783.0 $63.8M 0.00% -13K -1.4% $70.86 +10.3%
1858 CSM PROSHARES TR 799,731.0 $63.7M 0.00% -14K -1.7% $79.68 +8.3%
1859 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 580,983.0 $63.7M 0.00% -351K -37.6% $109.61 -26.8%
1860 NICE NICE LTD Technology 562,764.0 $63.6M 0.00% -267K -32.2% $113.04 -16.5%
Page 93 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%