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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 RJF

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $311,276,483 2,149,848
2025-12-31 $420,941,875 2,621,221
2025-09-30 $460,858,564 2,670,096
2025-06-30 $344,889,092 2,248,739
2025-03-31 $330,134,471 2,376,607
2024-12-31 $438,738,119 2,824,555
2024-09-30 $225,546,453 1,841,797
2024-06-30 $214,840,847 1,738,054
2024-03-31 $223,535,807 1,740,662
2023-12-31 $189,608,533 1,700,525
2023-09-30 $160,669,814 1,599,819
2023-06-30 $194,477,840 1,874,124
2023-03-31 $174,006,743 1,865,624
2022-12-31 $243,433,355 2,278,272
2022-09-30 $166,703,901 1,686,945
2022-06-30 $140,785,874 1,574,610
2022-03-31 $109,508,164 996,344
2021-12-31 $65,888,299 656,258
2021-09-30 $58,912,286 638,408
2021-06-30 $42,810,360 494,346
2021-03-31 $43,072,908 527,165
2020-12-31 $26,765,080 419,647
2020-09-30 $20,857,344 429,989
2020-06-30 $14,970,487 326,249
2020-03-31 $11,082,149 263,026