MORGAN STANLEY
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 |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 4.95% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.77% | |
| 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
25 quarters · across all stocks
Holdings in HLIO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,081,333 | 140,339 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,596,003 | 142,008 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,799,748 | 168,804 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,119,586 | 213,353 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,368,258 | 198,450 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,753,224 | 151,282 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $8,172,724 | 171,336 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $5,298,624 | 110,966 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,100,673 | 136,511 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $8,135,740 | 179,399 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,661,563 | 102,047 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,296,257 | 95,268 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,511,189 | 84,269 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,735,966 | 123,732 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,920,710 | 136,773 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,705,136 | 116,304 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,838,506 | 72,754 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $7,868,502 | 74,817 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,234,346 | 63,748 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,649,958 | 72,389 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,559,050 | 21,395 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,498,939 | 28,128 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $309,800 | 8,511 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,359,603 | 143,882 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $316,289 | 8,341 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||