MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

OPRX — OptimizeRx Corp

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.95%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.77%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.89%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.10%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$479,589	76,368	-53.6%	Shares	Defined	2026-05-15
2025-12-31	$2,017,895	164,592	-9.7%	Shares	Defined	2026-05-27
2025-09-30	$3,736,698	182,278	-31.1%	Shares	Defined	2026-05-27
2025-06-30	$3,573,746	264,722	+22.5%	Shares	Defined	2025-08-15
2025-03-31	$1,871,968	216,163	+6.7%	Shares	Defined	2025-05-15
2024-12-31	$984,657	202,605	+35.3%	Shares	Defined	2025-05-15
2024-09-30	$1,155,796	149,715	+51.4%	Shares	Defined	2025-05-14
2024-06-30	$988,640	98,864	+33.6%	Shares	Defined	2025-05-14
2024-03-31	$899,156	74,005	-5.0%	Shares	Defined	2024-10-17
2023-12-31	$1,115,147	77,928	+63.1%	Shares	Defined	2024-08-16
2023-09-30	$371,616	47,766	+72.1%	Shares	Defined	2023-11-15
2023-06-30	$396,701	27,761	-78.2%	Shares	Defined	2023-08-14
2023-03-31	$1,862,936	127,337	-25.5%	Shares	Defined	2023-05-15
2022-12-31	$2,871,402	170,917	-15.4%	Shares	Defined	2023-02-14
2022-09-30	$2,992,879	201,949	+20.9%	Shares	Defined	2022-11-14
2022-06-30	$4,573,521	166,978	+3.9%	Shares	Defined	2022-10-27
2022-03-31	$6,057,543	160,635	-15.0%	Shares	Defined	2022-10-27
2021-12-31	$11,734,440	188,930	+673.3%	Shares	Defined	2022-02-14
2021-09-30	$2,090,155	24,432	-39.8%	Shares	Defined	2021-11-15
2021-06-30	$2,512,951	40,597	+292.7%	Shares	Defined	2021-08-23
2021-03-31	$503,977	10,338	-78.7%	Shares	Defined	2021-05-17
2020-12-31	$1,513,751	48,580	-43.1%	Shares	Defined	2021-02-16
2020-09-30	$1,781,548	85,446	+1818.4%	Shares	Defined	2020-11-13
2020-06-30	$58,035	4,454	+317.8%	Shares	Defined	2020-08-14
2020-03-31	$9,657	1,066	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.