MORGAN STANLEY

CIK
0000895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,291 positions · $308,763,789,965 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
87,961,848 $23,913,307,993 7.74%
SPY
Spdr S&P 500 Etf Trust
28,519,065 $19,447,720,801 6.30%
MSFT
Microsoft Corp
Technology
38,928,000 $18,826,359,358 6.10%
GOOGL
Alphabet Inc.
Communication Services
53,006,668 $16,591,087,084 5.37%
AVGO
Broadcom Inc.
Technology
27,698,356 $9,586,401,009 3.10%
NVDA
Nvidia Corp
Technology
48,710,302 $9,084,471,321 2.94%
TSLA
Tesla, Inc.
Consumer Cyclical
19,770,108 $8,891,012,966 2.88%
JPM
Jpmorgan Chase & Co
Financial Services
19,421,710 $6,258,063,394 2.03%
MA
Mastercard Inc
Financial Services
10,767,138 $6,146,743,736 1.99%
V
Visa Inc.
Financial Services
12,069,768 $4,232,988,333 1.37%

Portfolio Trend

51 quarters · across all stocks

Holdings in SBLK

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $7,955,465 413,916
2025-09-30 $4,322,435 232,514
2025-06-30 $1,826,428 105,880
2025-03-31 $9,624,233 618,524
2024-12-31 $6,523,789 436,374
2024-09-30 $14,923,751 629,960
2024-06-30 $11,361 466
2024-03-31 $6,898 289
2023-12-31 $6,835,514 321,520
2023-09-30 $16,389,847 850,096
2023-06-30 $16,259,643 918,624
2023-03-31 $20,062,625 949,935
2022-12-31 $18,143,714 943,511
2022-09-30 $17,311,071 990,336
2022-06-30 $27,130,715 1,085,663
2022-03-31 $30,689,749 1,033,673
2021-12-31 $19,579,466 863,673
2021-09-30 $23,403,781 973,535
2021-06-30 $30,947,661 1,348,482
2021-03-31 $18,720,347 1,275,228
2020-12-31 $6,339,728 717,976
2020-09-30 $475,726 69,046
2020-06-30 $510,932 77,414
2020-03-31 $351,236 62,276