MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,222 positions · $1,239,614,707,317 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in OTTR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $57,439,669 654,434
2025-12-31 $45,438,571 562,289
2025-09-30 $43,582,626 531,690
2025-06-30 $33,217,768 430,896
2025-03-31 $32,107,652 399,498
2024-12-31 $37,783,408 511,693
2024-09-30 $41,198,993 527,111
2024-06-30 $44,431,599 507,268
2024-03-31 $42,659,390 493,743
2023-12-31 $39,851,860 469,011
2023-09-30 $25,991,132 342,349
2023-06-30 $26,388,349 334,199
2023-03-31 $23,445,685 324,418
2022-12-31 $14,283,082 243,282
2022-09-30 $17,612,003 286,281
2022-06-30 $19,238,849 286,591
2022-03-31 $8,378,435 134,055
2021-12-31 $14,903,851 208,679
2021-09-30 $11,445,805 204,499
2021-06-30 $9,189,651 188,274
2021-03-31 $7,964,324 172,500
2020-12-31 $7,805,938 183,195
2020-09-30 $6,242,651 172,592
2020-06-30 $7,686,199 198,149
2020-03-31 $7,066,338 158,937