MORGAN STANLEY

CIK
0000895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,291 positions · $308,763,789,965 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
87,961,848 $23,913,307,993 7.74%
SPY
Spdr S&P 500 Etf Trust
28,519,065 $19,447,720,801 6.30%
MSFT
Microsoft Corp
38,928,000 $18,826,359,358 6.10%
GOOGL
Alphabet Inc.
53,006,668 $16,591,087,084 5.37%
AVGO
Broadcom Inc.
27,698,356 $9,586,401,009 3.10%
NVDA
Nvidia Corp
48,710,302 $9,084,471,321 2.94%
TSLA
Tesla, Inc.
19,770,108 $8,891,012,966 2.88%
JPM
Jpmorgan Chase & Co
Financial Services
19,421,710 $6,258,063,394 2.03%
MA
Mastercard Inc
10,767,138 $6,146,743,736 1.99%
V
Visa Inc.
12,069,768 $4,232,988,333 1.37%

Portfolio Trend

51 quarters · across all stocks

Holdings in CVR

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $106,953 7,689
2025-09-30 $10 1
2025-06-30 $12 1
2025-03-31 $88,317 8,110
2024-12-31 $31 2
2024-09-30 $123,408 6,856
2024-06-30 $14 1
2024-03-31 $117,402 6,906
2023-12-31 $107,924 6,356
2023-09-30 $261,593 14,838
2023-06-30 $338,115 13,146
2023-03-31 $395,008 13,291
2022-12-31 $363,486 12,696
2022-09-30 $301,277 11,691
2022-06-30 $338,204 11,871
2022-03-31 $296,967 11,236
2021-12-31 $575,216 21,888
2021-09-30 $758,835 28,241
2021-06-30 $719,574 27,815
2021-03-31 $1,116,645 43,790
2020-12-31 $197,030 8,619
2020-09-30 $219,499 10,162
2020-06-30 $245,668 11,811
2020-03-31 $257,495 12,146