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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,951 positions · $1,258,866,502,244 total · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

23 quarters · across all stocks

Holdings in MBWM

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Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2025-09-30 $7,561,845 168,041
2025-06-30 $5,280,387 113,777
2025-03-31 $4,534,264 104,380
2024-12-31 $5,639,282 126,754
2024-09-30 $4,625,922 105,808
2024-06-30 $3,586,301 88,398
2024-03-31 $3,454,435 89,749
2023-12-31 $4,420,636 109,476
2023-09-30 $3,010,198 97,386
2023-06-30 $2,463,673 89,199
2023-03-31 $3,078,270 100,663
2022-12-31 $3,780,423 112,916
2022-09-30 $3,213,638 108,167
2022-06-30 $4,844,317 151,622
2022-03-31 $2,055,314 58,027
2021-12-31 $2,250,569 64,247
2021-09-30 $1,337,473 41,757
2021-06-30 $1,083,302 35,871
2021-03-31 $837,043 25,779
2020-12-31 $1,433,895 52,775
2020-09-30 $552,708 30,672
2020-06-30 $679,762 30,078
2020-03-31 $651,653 30,782