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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 IDA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $311,354,339 2,177,760
2025-12-31 $266,274,639 2,103,940
2025-09-30 $253,079,798 1,915,095
2025-06-30 $158,793,965 1,375,435
2025-03-31 $134,203,063 1,154,733
2024-12-31 $146,474,537 1,340,360
2024-09-30 $168,575,545 1,635,227
2024-06-30 $189,318,706 2,032,407
2024-03-31 $264,975,683 2,852,575
2023-12-31 $165,601,549 1,684,312
2023-09-30 $97,651,190 1,042,725
2023-06-30 $96,494,782 940,495
2023-03-31 $51,411,462 474,582
2022-12-31 $47,892,406 444,065
2022-09-30 $41,758,653 421,762
2022-06-30 $44,288,220 418,129
2022-03-31 $11,743,414 101,798
2021-12-31 $8,896,305 78,513
2021-09-30 $9,659,202 93,434
2021-06-30 $12,268,909 125,835
2021-03-31 $12,776,463 127,803
2020-12-31 $14,214,838 148,025
2020-09-30 $12,140,003 151,940
2020-06-30 $3,982,061 45,577
2020-03-31 $4,397,488 50,091