MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,222 positions · $1,239,614,707,317 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in BWG

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $13,504,882 1,760,741
2025-12-31 $14,935,644 1,784,426
2025-09-30 $16,232,709 1,870,128
2025-06-30 $16,363,112 1,969,087
2025-03-31 $17,340,076 2,076,656
2024-12-31 $15,374,880 1,921,860
2024-09-30 $17,617,535 1,992,934
2024-06-30 $16,778,446 2,031,289
2024-03-31 $16,852,591 1,987,334
2023-12-31 $15,958,117 1,908,866
2023-09-30 $19,107,646 2,544,294
2023-06-30 $19,871,534 2,471,584
2023-03-31 $19,348,505 2,430,717
2022-12-31 $19,612,924 2,406,494
2022-09-30 $19,149,432 2,513,049
2022-06-30 $21,796,549 2,588,664
2022-03-31 $4,531,968 447,823
2021-12-31 $5,210,106 444,928
2021-09-30 $5,712,725 456,288
2021-06-30 $5,140,554 407,657
2021-03-31 $4,499,393 373,084
2020-12-31 $4,219,933 337,865
2020-09-30 $3,687,642 320,386
2020-06-30 $4,320,021 374,352
2020-03-31 $4,483,230 425,354