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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 ISTR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,499,102 91,643
2025-12-31 $1,595,529 59,713
2025-09-30 $1,247,953 53,768
2025-06-30 $1,830,896 94,767
2025-03-31 $1,523,879 86,535
2024-12-31 $1,969,414 89,682
2024-09-30 $1,936,933 99,842
2024-06-30 $1,041,776 67,648
2024-03-31 $198,870 12,156
2023-12-31 $188,892 12,669
2023-09-30 $667,030 62,987
2023-06-30 $151,881 12,542
2023-03-31 $302,579 21,675
2022-12-31 $2,562,045 118,999
2022-09-30 $1,856,150 93,274
2022-06-30 $415,770 18,985
2022-03-31 $268,041 14,041
2021-12-31 $257,554 13,990
2021-09-30 $344,303 15,636
2021-06-30 $427,445 18,674
2021-03-31 $269,162 13,098
2020-12-31 $328,979 19,890
2020-09-30 $150,044 11,704
2020-06-30 $170,200 11,738
2020-03-31 $139,984 10,962