MORGAN STANLEY
Top Portfolio Positions
5,244 positions ·
$1,252,837,734,084 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 4.95% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.77% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
120,955,598 | $34,781,991,748 | 2.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
40,502,730 | $26,340,545,421 | 2.10% | |
| AVGO |
Broadcom Inc.
Technology
|
75,935,152 | $23,502,688,883 | 1.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,078,962 | $21,786,116,518 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,544,442 | $20,163,033,047 | 1.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
39,177,400 | $14,564,198,442 | 1.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BHV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,138 | 27,137 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $280,676 | 26,859 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $272,295 | 25,166 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $264,580 | 25,465 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $146,010 | 13,710 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $139,802 | 12,721 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $147,824 | 12,888 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $135,142 | 12,186 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $98,748 | 9,010 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $160,542 | 14,783 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $81,486 | 8,762 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $163,480 | 15,250 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $194,789 | 17,644 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $95,670 | 8,444 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $195,294 | 16,894 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $266,897 | 21,386 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $303,258 | 15,386 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $227,654 | 12,386 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $220,470 | 12,386 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $114,309 | 6,386 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $104,474 | 6,386 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $71,550 | 4,500 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $73,620 | 4,500 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $68,985 | 4,500 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $66,645 | 4,500 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||