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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 HRB

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $63,100,226 1,988,035
2025-12-31 $65,411,525 1,500,953
2025-09-30 $92,483,878 1,828,829
2025-06-30 $112,776,221 2,054,586
2025-03-31 $118,057,154 2,150,012
2024-12-31 $114,734,815 2,171,363
2024-09-30 $137,814,207 2,168,595
2024-06-30 $54,115,191 997,883
2024-03-31 $55,204,544 1,124,100
2023-12-31 $50,469,252 1,043,400
2023-09-30 $51,952,961 1,206,525
2023-06-30 $43,655,966 1,369,814
2023-03-31 $35,277,737 1,000,787
2022-12-31 $47,960,444 1,313,625
2022-09-30 $55,141,833 1,296,235
2022-06-30 $64,636,620 1,830,029
2022-03-31 $26,801,980 1,029,262
2021-12-31 $26,054,646 1,105,885
2021-09-30 $30,856,775 1,234,271
2021-06-30 $29,129,213 1,240,597
2021-03-31 $35,538,314 1,630,198
2020-12-31 $29,932,067 1,887,268
2020-09-30 $7,556,847 463,895
2020-06-30 $25,395,793 1,778,417
2020-03-31 $6,319,987 448,863