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 PATH

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $16,304,744 1,468,896
2025-12-31 $1,040,863 63,506
2025-09-30 $6,892,278 515,118
2025-06-30 $3,607,782 281,858
2025-03-31 $63,406 6,156
2024-12-31 $6,197,446 487,604
2024-09-30 $12 1
2024-06-30 $373,400 29,448
2024-03-31 $807,686 35,628
2023-12-31 $1,336,019 53,785
2023-09-30 $79,713,346 4,658,875
2023-06-30 $50,511,602 3,048,377
2023-03-31 $35,239,720 2,006,818
2022-12-31 $24,624,490 1,937,411
2022-09-30 $33,737,130 2,675,427
2022-06-30 $20,878,822 1,147,819
2022-03-31 $55,854,080 2,587,035
2021-12-31 $103,288,626 2,394,821
2021-09-30 $88,642,746 1,684,903
2021-06-30 $98,102,400 1,444,169