MORGAN STANLEY
Position in AIO — Virtus Artificial Intelligence & Technology Opportunities Fund
CIK 895421
NEW YORK, NY
Position in AIO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,225,117
-$186,712 QoQ
Shares Held
1,084,779
+0.8% QoQ
Ownership
3.15%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. AIO ranks #154 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in AIO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,225,117 | 1,084,779 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $23,411,829 | 1,076,406 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $27,978,512 | 1,164,316 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $29,449,847 | 1,186,537 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $24,284,645 | 1,177,152 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $30,305,314 | 1,228,926 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $25,146,619 | 1,144,589 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $24,975,704 | 1,150,424 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $16,829,276 | 838,529 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $11,929,579 | 685,608 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $10,429,283 | 631,695 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $11,732,134 | 637,616 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,717,811 | 788,380 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,871,568 | 795,032 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,487,685 | 929,890 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,015,625 | 927,463 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $16,482,046 | 753,982 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $19,588,710 | 790,186 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $21,469,102 | 804,689 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,021,986 | 830,519 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $22,157,600 | 834,247 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||