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 PTLO
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,232,137 | 610,991 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,961,662 | 1,092,878 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,008,422 | 776,500 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,651,200 | 655,630 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,298,819 | 529,758 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,911,000 | 1,160,745 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $12,421,424 | 922,155 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,007,948 | 618,102 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $8,458,835 | 596,533 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $8,562,084 | 537,482 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,507,178 | 227,887 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,020,012 | 267,200 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,442,379 | 254,674 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,822,695 | 234,234 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,763,691 | 292,722 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,048,979 | 125,320 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,798,301 | 154,654 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,063,225 | 81,599 | Shares | Defined | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||