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 INVZ

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Shares Held

Position Value (USD)

20 quarters on record
Report Date Value (USD) Shares
2026-03-31 $96,679 152,737
2025-12-31 $2,316,310 2,715,492
2025-09-30 $10,625,389 5,208,525
2025-06-30 $526,467 321,018
2025-03-31 $214,952 329,685
2024-12-31 $108,357 64,500
2024-09-30 $118,383 142,978
2024-06-30 $226,450 244,023
2024-03-31 $386,848 286,556
2023-12-31 $784,644 310,137
2023-09-30 $413,924 212,270
2023-06-30 $403,730 142,159
2023-03-31 $124,280 35,509
2022-12-31 $532,798 135,573
2022-09-30 $1,065,688 204,547
2022-06-30 $182,451 46,544
2022-03-31 $235,248 64,986
2021-12-31 $1,463,131 230,778
2021-09-30 $2,024,553 351,485
2021-06-30 $274,597 25,979