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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 IVZ

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $193,584,056 7,969,702
2025-12-31 $192,789,641 7,338,776
2025-09-30 $175,076,032 7,631,911
2025-06-30 $105,066,136 6,662,406
2025-03-31 $99,307,760 6,546,326
2024-12-31 $104,268,526 5,965,019
2024-09-30 $96,133,812 5,474,591
2024-06-30 $87,564,300 5,853,229
2024-03-31 $101,597,602 6,124,027
2023-12-31 $88,342,478 4,951,933
2023-09-30 $78,536,729 5,408,866
2023-06-30 $89,431,194 5,320,119
2023-03-31 $85,037,076 5,185,188
2022-12-31 $103,728,841 5,765,917
2022-09-30 $67,528,514 4,929,089
2022-06-30 $77,983,836 4,834,708
2022-03-31 $86,941,131 3,770,214
2021-12-31 $45,002,507 1,954,931
2021-09-30 $38,598,587 1,600,937
2021-06-30 $48,617,108 1,818,822
2021-03-31 $105,770,026 4,193,895
2020-12-31 $112,531,439 6,456,193
2020-09-30 $19,443,390 1,704,066
2020-06-30 $20,219,737 1,879,158
2020-03-31 $22,084,291 2,432,191