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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

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

Portfolio Trend

25 quarters · across all stocks

Holdings in SBH

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $22,709,329 1,639,663
2025-12-31 $23,873,476 1,674,157
2025-09-30 $33,570,448 2,062,067
2025-06-30 $10,018,317 1,081,892
2025-03-31 $18,135,964 2,008,413
2024-12-31 $24,530,525 2,347,419
2024-09-30 $31,192,214 2,298,616
2024-06-30 $20,375,589 1,898,937
2024-03-31 $27,185,623 2,188,859
2023-12-31 $33,363,871 2,512,340
2023-09-30 $23,106,848 2,757,381
2023-06-30 $28,437,821 2,302,658
2023-03-31 $35,831,781 2,299,858
2022-12-31 $30,466,211 2,433,404
2022-09-30 $21,548,833 1,710,225
2022-06-30 $18,655,213 1,565,035
2022-03-31 $15,812,243 1,011,660
2021-12-31 $16,907,971 915,925
2021-09-30 $22,800,406 1,353,140
2021-06-30 $29,557,686 1,339,270
2021-03-31 $18,537,775 920,903
2020-12-31 $8,141,836 624,374
2020-09-30 $6,159,070 708,754
2020-06-30 $784,050 62,574
2020-03-31 $610,805 75,595