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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in PWP

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Shares Held

Position Value (USD)

20 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,711,734 369,589
2025-12-31 $19,674,680 1,137,265
2025-09-30 $9,987,691 468,466
2025-06-30 $12,010,275 618,449
2025-03-31 $9,868,156 536,313
2024-12-31 $9,286,129 389,519
2024-09-30 $6,646,807 344,216
2024-06-30 $3,169,673 195,057
2024-03-31 $3,398,316 240,504
2023-12-31 $2,804,579 229,320
2023-09-30 $1,404,013 137,919
2023-06-30 $1,126,071 135,183
2023-03-31 $1,127,606 123,913
2022-12-31 $1,045,608 106,695
2022-09-30 $667,242 105,410
2022-06-30 $552,585 94,784
2022-03-31 $19,101,660 2,021,340
2021-12-31 $16,826,357 1,308,426
2021-09-30 $15,848,562 1,196,118
2021-06-30 $1,453,886 113,055