MORGAN STANLEY
Top Portfolio Positions
5,260 positions ·
$1,251,003,247,930 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 | 4.96% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.90% | |
| 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 | 2.11% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PTGX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,320,594 | 1,018,222 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $76,773,952 | 879,024 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $51,042,084 | 768,359 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $48,027,581 | 868,963 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $24,039,993 | 497,105 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $20,856,156 | 540,315 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $28,288,035 | 628,623 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $11,964,399 | 345,293 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $54,384,865 | 1,879,878 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $27,328,819 | 1,191,837 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,155,782 | 429,004 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,964,935 | 578,021 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $36,121,730 | 1,570,510 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $26,604,215 | 2,438,517 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,778,454 | 2,227,575 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,051,731 | 1,776,452 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $31,662,595 | 1,337,103 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,673,625 | 107,416 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,404,860 | 474,315 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,133,968 | 69,830 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $122,324 | 4,723 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $675,137 | 33,489 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $155,323 | 7,945 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $190,337 | 10,778 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,622 | 1,363 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||