MORGAN STANLEY

CIK
0000895421
City
NEW YORK
State / Country
NY

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.
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
38,928,000 $18,826,359,358 6.10%
GOOGL
Alphabet Inc.
53,006,668 $16,591,087,084 5.37%
AVGO
Broadcom Inc.
27,698,356 $9,586,401,009 3.10%
NVDA
Nvidia Corp
48,710,302 $9,084,471,321 2.94%
TSLA
Tesla, Inc.
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
10,767,138 $6,146,743,736 1.99%
V
Visa Inc.
12,069,768 $4,232,988,333 1.37%

Portfolio Trend

51 quarters · across all stocks

Holdings in MHD

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $4,215,153 359,042
2025-09-30 $482,184 41,037
2025-06-30 $669,625 59,788
2025-03-31 $4,376,378 372,775
2024-12-31 $6,378,354 546,560
2024-09-30 $2,582,586 204,157
2024-06-30 $3,868,413 319,968
2024-03-31 $1,662,497 137,624
2023-12-31 $278,134 23,353
2023-09-30 $12,142,601 1,177,750
2023-06-30 $12,861,941 1,105,928
2023-03-31 $12,319,763 1,022,387
2022-12-31 $11,941,389 983,640
2022-09-30 $8,558,077 760,718
2022-06-30 $11,559,397 910,906
2022-03-31 $5,799,536 407,557
2021-12-31 $6,475,410 386,361
2021-09-30 $6,769,862 413,553
2021-06-30 $7,302,186 435,172
2021-03-31 $6,937,104 433,569
2020-12-31 $1,365,789 84,308
2020-09-30 $319,683 21,018
2020-06-30 $288,418 19,331
2020-03-31 $400,219 25,688