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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,222 positions · $1,239,589,050,973 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BMRC

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,162,243 240,431
2025-12-31 $6,819,715 262,196
2025-09-30 $5,652,429 232,802
2025-06-30 $6,236,389 273,047
2025-03-31 $5,950,047 269,599
2024-12-31 $6,633,467 279,069
2024-09-30 $5,482,437 272,894
2024-06-30 $4,327,502 267,295
2024-03-31 $3,189,734 190,205
2023-12-31 $4,459,421 202,517
2023-09-30 $3,503,669 191,667
2023-06-30 $3,584,922 202,882
2023-03-31 $2,405,030 109,869
2022-12-31 $3,035,149 92,310
2022-09-30 $2,813,679 93,946
2022-06-30 $2,938,852 92,475
2022-03-31 $2,698,775 76,954
2021-12-31 $3,199,282 85,933
2021-09-30 $3,051,066 80,823
2021-06-30 $2,092,606 65,599
2021-03-31 $2,286,238 58,382
2020-12-31 $2,547,785 74,193
2020-09-30 $1,375,599 47,500
2020-06-30 $1,599,672 47,995
2020-03-31 $1,358,100 45,270