MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $1,239,477,352,528 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in HQY

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $207,747,743 2,485,913
2025-12-31 $136,137,675 1,486,057
2025-09-30 $123,429,579 1,302,412
2025-06-30 $147,100,634 1,404,168
2025-03-31 $124,362,567 1,407,294
2024-12-31 $76,438,273 796,647
2024-09-30 $57,725,115 705,255
2024-06-30 $55,022,662 638,314
2024-03-31 $52,329,315 641,055
2023-12-31 $52,564,891 792,834
2023-09-30 $51,209,215 701,016
2023-06-30 $40,770,756 645,720
2023-03-31 $33,300,837 567,209
2022-12-31 $31,118,024 504,835
2022-09-30 $37,502,215 558,318
2022-06-30 $35,022,744 570,496
2022-03-31 $9,704,411 143,897
2021-12-31 $7,565,922 171,020
2021-09-30 $25,318,954 390,966
2021-06-30 $54,457,756 676,662
2021-03-31 $19,719,932 289,999
2020-12-31 $18,847,770 270,374
2020-09-30 $11,996,280 233,527
2020-06-30 $17,206,384 293,274
2020-03-31 $8,851,782 174,971