MORGAN STANLEY
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
Holdings in NEXT
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,663,643 | 217,186 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,319,689 | 1,388,936 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,297,539 | 338,371 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,774 | 1,546 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $238,721 | 30,684 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,692,633 | 478,941 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $81,963 | 17,402 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $261,535 | 32,939 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,622,440 | 285,641 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $41,933 | 8,791 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $26,375,237 | 5,151,414 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,020,891 | 1,951,388 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,399,951 | 2,494,961 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,352,446 | 2,500,496 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,915,035 | 2,477,581 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,784,163 | 3,104,542 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $22,590,476 | 3,412,459 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,253,903 | 3,948,738 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,451,982 | 3,759,706 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $127,596 | 30,895 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $103,628 | 38,812 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $54,245 | 25,955 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $21,736 | 7,294 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $14,027 | 6,494 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,311 | 9,208 | Shares | Defined | 2020-05-26 | |
| No quarters match your search. | ||||||