Position in AVD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$587,882
-$772,325 QoQ
Shares Held
209,959
-61.6% QoQ
Ownership
0.712%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in AVD Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $1,436,603,212 across 12 Agricultural Inputs names. AVD ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTVA |
Corteva, Inc.
|
7,993,002 | $676,927,333 | |
| 2 | NTR |
Nutrien Ltd.
|
3,918,943 | $246,697,454 | |
| 3 | CF |
CF Industries Holdings, Inc.
|
2,151,974 | $232,972,699 | |
| 4 | MOS |
Mosaic Co
|
5,152,979 | $109,191,619 | |
| 5 | ICL |
ICL Group Ltd.
|
9,837,668 | $48,991,583 | |
| 6 | UAN |
Cvr Partners, LP
|
438,977 | $48,937,155 | |
| 7 | SMG |
Scotts Miracle-Gro Co
|
634,798 | $43,236,087 | |
| 8 | FMC |
Fmc Corp
|
2,120,151 | $24,381,734 |
All Filings in AVD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,882 | 209,959 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,360,207 | 546,269 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,140,903 | 560,447 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,823,738 | 491,941 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,772,909 | 452,273 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,107,150 | 478,898 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,841,414 | 613,697 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,131,515 | 779,532 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,684,373 | 777,253 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $10,861,394 | 838,718 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $9,323,069 | 849,870 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,361,301 | 490,513 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,746,696 | 265,624 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,449,906 | 203,378 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,171,681 | 192,155 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,190,628 | 170,622 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,171,785 | 231,400 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,423,742 | 217,704 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,392,382 | 206,979 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,726,019 | 181,131 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,581,967 | 147,457 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,696,518 | 83,122 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,531,760 | 163,129 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,587,521 | 120,816 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,113,122 | 153,570 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,373,828 | 95,009 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||