MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $313,524,545,538 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
90,510,747 $22,970,722,477 7.33%
SPY
Spdr S&P 500 Etf Trust
20,974,016 $13,640,241,563 4.35%
JPM
Jpmorgan Chase & Co
Financial Services
37,882,393 $11,143,484,723 3.55%
GOOGL
Alphabet Inc.
Communication Services
38,301,608 $11,014,010,392 3.51%
NVDA
Nvidia Corp
Technology
62,891,798 $10,968,329,569 3.50%
META
Meta Platforms, Inc.
Communication Services
14,125,738 $8,081,758,478 2.58%
LLY
ELI LILLY & Co
Healthcare
7,277,766 $6,693,870,826 2.14%
AMZN
Amazon Com Inc
Consumer Cyclical
32,102,051 $6,685,894,159 2.13%
HD
Home Depot, Inc.
Consumer Cyclical
19,541,498 $6,427,003,272 2.05%
WMT
Walmart Inc.
Consumer Defensive
41,980,282 $5,217,309,446 1.66%

Portfolio Trend

52 quarters · across all stocks

Holdings in EQX

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $82,668,352 5,717,037
2025-12-31 $1,818,882 129,550
2025-09-30 $3,627,470 323,304
2025-06-30 $2,006,796 349,008
2025-03-31 $2,827 411
2024-12-31 $387,122 77,116
2024-09-30 $5,377 883
2024-06-30 $3,323,821 635,530
2024-03-31 $4,483,320 744,738
2023-12-31 $3,135,921 641,293
2023-09-30 $4,174,144 986,796
2023-06-30 $4,448,160 971,215
2023-03-31 $4,359,411 846,488
2022-12-31 $3,005,164 916,210
2022-09-30 $2,820,681 772,790
2022-06-30 $4,127,226 929,556
2022-03-31 $492,784 59,587
2021-12-31 $4,532,767 670,528
2021-09-30 $4,625,219 700,791
2021-06-30 $5,401,045 777,129
2021-03-31 $7,603,899 951,677
2020-12-31 $2,005,380 193,944
2020-09-30 $4,681,306 399,770
2020-06-30 $12,379,654 1,103,356
2020-03-31 $899,956 135,740