MORGAN STANLEY
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 |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 4.95% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
120,955,598 | $34,781,991,748 | 2.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
40,502,730 | $26,340,545,421 | 2.10% | |
| AVGO |
Broadcom Inc.
Technology
|
75,935,152 | $23,502,688,883 | 1.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,078,962 | $21,786,116,518 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,544,442 | $20,163,033,047 | 1.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
39,177,400 | $14,564,198,442 | 1.16% |
Portfolio Trend
23 quarters · across all stocks
Holdings in CHCI
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,463 | 9,581 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $189,513 | 13,527 | Shares | Defined | 2026-05-27 | |
| 2025-03-31 | $90,836 | 10,538 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,338 | 1,527 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $15,254 | 1,527 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $9,726 | 1,527 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,772 | 1,527 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,215 | 500 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,380 | 500 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,095 | 500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,535 | 500 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,125 | 500 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,985 | 500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,260 | 500 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,985 | 500 | Shares | Defined | 2022-10-27 | |
| 2021-06-30 | $71 | 12 | Shares | Defined | 2021-08-23 | |
| 2020-03-31 | $4 | 3 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||