MORGAN STANLEY
Top Portfolio Positions
5,222 positions ·
$1,239,589,050,973 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 5.01% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.83% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
120,955,598 | $34,781,991,748 | 2.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
40,502,730 | $26,340,545,421 | 2.12% | |
| AVGO |
Broadcom Inc.
Technology
|
75,935,152 | $23,502,688,883 | 1.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,078,962 | $21,786,116,518 | 1.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,544,442 | $20,163,033,047 | 1.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
39,177,400 | $14,564,198,442 | 1.17% |
Portfolio Trend
Holdings in PFX
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-03-31 | $1,817,974 | 55,224 | Shares | Defined | 2021-05-17 | |
| 2021-06-30 | $2,858,406 | 70,059 | Shares | Defined | 2021-08-23 | |
| 2021-09-30 | $3,053,278 | 71,172 | Shares | Defined | 2021-11-15 | |
| 2021-12-31 | $3,290,163 | 78,665 | Shares | Defined | 2022-02-14 | |
| 2022-03-31 | $3,203,737 | 78,331 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $2,782,621 | 76,278 | Shares | Defined | 2022-10-27 | |
| 2022-09-30 | $2,637,683 | 75,626 | Shares | Defined | 2022-11-14 | |
| 2022-12-31 | $2,342,443 | 75,441 | Shares | Defined | 2023-02-14 | |
| 2023-03-31 | $2,693,008 | 72,784 | Shares | Defined | 2023-05-15 | |
| 2023-06-30 | $2,634,844 | 69,338 | Shares | Defined | 2023-08-14 | |
| 2023-09-30 | $2,563,631 | 67,642 | Shares | Defined | 2023-11-15 | |
| 2023-12-31 | $2,800,807 | 66,296 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $2,858,253 | 64,813 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $3,101,739 | 66,319 | Shares | Defined | 2025-05-14 | |
| 2024-09-30 | $3,084,423 | 64,792 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,063,942 | 60,502 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $3,336,984 | 61,796 | Shares | Defined | 2025-05-15 | |
| 2025-06-30 | $3,047,660 | 60,171 | Shares | Defined | 2025-08-15 | |
| 2025-09-30 | $2,758,297 | 57,917 | Shares | Defined | 2026-05-27 | |
| 2025-12-31 | $2,447,837 | 55,406 | Shares | Defined | 2026-05-27 | |
| 2026-03-31 | $2,146,659 | 54,958 | Shares | Defined | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||