MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $313,524,545,538 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
90,510,747 $22,970,722,477 7.33%
SPY
Spdr S&P 500 Etf Trust
20,974,016 $13,640,241,563 4.35%
JPM
Jpmorgan Chase & Co
Financial Services
37,882,393 $11,143,484,723 3.55%
GOOGL
Alphabet Inc.
Communication Services
38,301,608 $11,014,010,392 3.51%
NVDA
Nvidia Corp
Technology
62,891,798 $10,968,329,569 3.50%
META
Meta Platforms, Inc.
Communication Services
14,125,738 $8,081,758,478 2.58%
LLY
ELI LILLY & Co
Healthcare
7,277,766 $6,693,870,826 2.14%
AMZN
Amazon Com Inc
Consumer Cyclical
32,102,051 $6,685,894,159 2.13%
HD
Home Depot, Inc.
Consumer Cyclical
19,541,498 $6,427,003,272 2.05%
WMT
Walmart Inc.
Consumer Defensive
41,980,282 $5,217,309,446 1.66%

Portfolio Trend

52 quarters · across all stocks

Holdings in MOH

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $9,587,334 71,923
2025-12-31 $56,796,517 327,282
2025-09-30 $5,634,594 29,445
2025-06-30 $16,242,996 54,525
2025-03-31 $25,095,234 76,187
2024-12-31 $84,681,577 290,952
2024-09-30 $11,284,684 32,751
2024-06-30 $74,219,455 249,645
2024-03-31 $7,314,417 17,804
2023-12-31 $48,324,848 133,749
2023-09-30 $53,009,973 161,670
2023-06-30 $162,858,468 540,627
2023-03-31 $137,165,120 512,786
2022-12-31 $164,512,294 498,190
2022-09-30 $53,235,844 161,399
2022-06-30 $120,282,622 430,180
2022-03-31 $77,214,072 231,464
2021-12-31 $64,667,250 203,305
2021-09-30 $41,534,844 153,090
2021-06-30 $4,210,915 16,640
2021-03-31 $19,853,003 84,929
2020-12-31 $27,919,779 131,276
2020-09-30 $12,889,493 70,419
2020-06-30 $12,997,523 73,028
2020-03-31 $10,489,706 75,082