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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BKU

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $52,577,840 1,164,257
2025-12-31 $44,836,611 1,005,982
2025-09-30 $36,673,970 961,058
2025-06-30 $31,496,291 884,976
2025-03-31 $31,731,496 921,356
2024-12-31 $41,057,252 1,075,642
2024-09-30 $47,802,317 1,311,809
2024-06-30 $30,781,205 1,051,630
2024-03-31 $39,074,028 1,395,501
2023-12-31 $46,879,831 1,445,570
2023-09-30 $26,744,978 1,178,193
2023-06-30 $30,318,519 1,406,892
2023-03-31 $24,721,121 1,094,824
2022-12-31 $38,357,052 1,129,145
2022-09-30 $38,126,575 1,115,791
2022-06-30 $40,900,194 1,149,851
2022-03-31 $23,616,232 537,221
2021-12-31 $21,733,290 513,668
2021-09-30 $22,052,895 527,329
2021-06-30 $22,074,184 517,081
2021-03-31 $15,256,493 347,133
2020-12-31 $14,545,828 418,224
2020-09-30 $10,603,233 483,945
2020-06-30 $3,122,711 154,208
2020-03-31 $5,884,234 314,665