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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,226 positions · $1,252,467,844,875 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

23 quarters · across all stocks

Holdings in BMO

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Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2026-03-31 $298,236,977 2,203,613
2025-09-30 $285,128,709 2,189,088
2025-03-31 $252,845,242 2,647,317
2024-12-31 $148,899,637 1,534,257
2024-09-30 $189,978,153 2,106,188
2024-06-30 $149,886,398 1,787,554
2024-03-31 $141,702,223 1,450,678
2023-12-31 $126,031,548 1,273,818
2023-09-30 $148,066,055 1,754,961
2023-06-30 $106,075,501 1,174,571
2023-03-31 $146,250,623 1,641,237
2022-12-31 $173,286,085 1,912,650
2022-09-30 $109,547,979 1,249,977
2022-06-30 $157,913,346 1,642,023
2022-03-31 $115,419,132 978,377
2021-12-31 $205,707,386 1,909,649
2021-09-30 $82,130,644 823,530
2021-06-30 $68,376,339 666,696
2021-03-31 $104,465,391 1,172,188
2020-12-31 $41,579,588 546,884
2020-09-30 $35,752,993 612,104
2020-06-30 $36,749,802 692,739
2020-03-31 $60,829,224 1,210,291