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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in HIO

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $41,355,670 11,392,747
2025-12-31 $35,737,730 9,632,812
2025-09-30 $35,758,581 9,312,131
2025-06-30 $35,480,439 8,914,684
2025-03-31 $31,654,441 7,953,378
2024-12-31 $28,148,123 7,162,373
2024-09-30 $20,050,900 4,950,840
2024-06-30 $19,425,419 5,098,536
2024-03-31 $17,444,434 4,472,932
2023-12-31 $15,952,556 4,132,787
2023-09-30 $18,748,802 5,150,770
2023-06-30 $19,722,379 5,217,561
2023-03-31 $20,094,551 5,274,161
2022-12-31 $20,683,323 5,236,285
2022-09-30 $16,508,353 4,485,966
2022-06-30 $19,175,998 4,842,424
2022-03-31 $21,065,357 4,712,608
2021-12-31 $25,034,042 4,814,239
2021-09-30 $24,497,905 4,720,213
2021-06-30 $23,101,129 4,375,214
2021-03-31 $20,205,125 3,977,387
2020-12-31 $19,655,627 3,970,834
2020-09-30 $25,329,329 5,169,251
2020-06-30 $29,180,824 6,316,196
2020-03-31 $21,885,490 5,198,454