MORGAN STANLEY
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 |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 5.01% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.82% | |
| 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 PGEN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,343,423 | 2,414,322 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,348,923 | 3,193,523 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,519,605 | 1,981,644 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,898,181 | 2,040,974 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,539,330 | 1,033,110 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,253,962 | 1,119,611 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,154,579 | 1,215,350 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,591,537 | 1,007,304 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,541,823 | 1,063,328 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,694,172 | 1,264,309 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,380,875 | 972,449 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,081,412 | 940,360 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $966,981 | 912,249 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,263,697 | 831,381 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,855,107 | 875,052 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,208,888 | 902,158 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,411,059 | 1,142,683 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,585,212 | 966,365 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,615,586 | 924,968 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,973,013 | 1,222,855 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,096,271 | 884,800 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,391,725 | 724,679 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,803,078 | 1,086,594 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,406,343 | 682,634 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,245,916 | 660,564 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||