MORGAN STANLEY
Top Portfolio Positions
4,291 positions ·
$308,763,789,965 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
87,961,848 | $23,913,307,993 | 7.74% |
| SPY |
Spdr S&P 500 Etf Trust
|
28,519,065 | $19,447,720,801 | 6.30% |
| MSFT |
Microsoft Corp
Technology
|
38,928,000 | $18,826,359,358 | 6.10% |
| GOOGL |
Alphabet Inc.
Communication Services
|
53,006,668 | $16,591,087,084 | 5.37% |
| AVGO |
Broadcom Inc.
Technology
|
27,698,356 | $9,586,401,009 | 3.10% |
| NVDA |
Nvidia Corp
Technology
|
48,710,302 | $9,084,471,321 | 2.94% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
19,770,108 | $8,891,012,966 | 2.88% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,421,710 | $6,258,063,394 | 2.03% |
| MA |
Mastercard Inc
Financial Services
|
10,767,138 | $6,146,743,736 | 1.99% |
| V |
Visa Inc.
Financial Services
|
12,069,768 | $4,232,988,333 | 1.37% |
Portfolio Trend
Holdings in IPX
Export CSVShares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $304,098 | 8,404 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,431,869 | 49,278 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $209,128 | 6,639 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $674,625 | 37,500 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $115,240 | 3,350 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $726,002 | 32,600 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $599,119 | 43,000 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $645,603 | 43,300 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $238,908 | 25,800 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $512 | 100 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $3,480 | 600 | Shares | Defined | 2022-11-14 | |
| No quarters match your search. | ||||||