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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 BTX

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Shares Held

Position Value (USD)

21 quarters on record
Report Date Value (USD) Shares
2026-03-31 $66,291,373 10,044,148
2025-12-31 $48,066,620 7,293,873
2025-09-30 $35,940,291 5,364,223
2025-06-30 $40,817,657 5,560,989
2025-03-31 $35,920,892 5,738,162
2024-12-31 $42,381,467 5,696,434
2024-09-30 $44,592,804 5,906,332
2024-06-30 $38,973,566 5,390,535
2024-03-31 $44,012,181 5,406,902
2023-12-31 $43,256,452 5,901,290
2023-09-30 $51,275,104 7,367,113
2023-06-30 $63,366,484 8,072,164
2023-03-31 $68,401,105 8,518,195
2022-12-31 $59,627,827 8,755,922
2022-09-30 $67,979,776 9,350,726
2022-06-30 $74,454,902 9,377,192
2022-03-31 $100,686,335 8,839,889
2021-12-31 $112,841,450 7,760,760
2021-09-30 $119,640,113 6,609,951
2021-06-30 $95,274,636 4,691,021
2021-03-31 $23,855,687 1,175,157