MORGAN STANLEY
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
|
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
Holdings in DRI
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $93,986,374 | 510,740 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,085,233 | 58,233 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $161,587,043 | 741,327 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $162,229,810 | 780,852 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,522,576 | 136,711 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,706,236 | 138,343 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $28,100,425 | 185,702 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,076,236 | 36,352 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $95,904,208 | 583,714 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $239,147,174 | 1,669,789 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $245,214,957 | 1,467,650 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $234,051,716 | 1,508,454 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,059,984 | 29,350 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $131,504,673 | 1,041,044 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $115,655,468 | 1,022,414 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $79,771,590 | 600,012 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $122,484,627 | 813,095 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $143,009,489 | 944,144 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $97,123,930 | 665,278 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $104,395,986 | 735,183 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $39,224,427 | 329,285 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $26,295,859 | 261,027 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,403,560 | 256,085 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,445,830 | 301,980 | Shares | Defined | 2020-05-26 | |
| No quarters match your search. | ||||||