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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in IOT

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $266,735,168 8,417,014
2025-12-31 $675,973,428 19,068,362
2025-09-30 $814,257,021 21,859,249
2025-06-30 $676,147,059 16,997,161
2025-03-31 $482,893,716 12,598,323
2024-12-31 $971,103,916 22,227,144
2024-09-30 $763,015,401 15,856,513
2024-06-30 $502,044,565 14,897,465
2024-03-31 $551,277,568 14,587,922
2023-12-31 $542,371,320 16,248,392
2023-09-30 $414,986,343 16,461,180
2023-06-30 $567,970,924 20,496,966
2023-03-31 $377,576,687 19,146,891
2022-12-31 $91,073,475 7,326,909
2022-09-30 $84,567,738 7,006,441
2022-06-30 $44,847,514 4,014,997
2022-03-31 $40,329,947 2,517,475
2021-12-31 $49,527,203 1,761,907