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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 SFIX

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,142,242 647,204
2025-12-31 $12,739,945 2,426,657
2025-09-30 $7,901,832 1,816,514
2025-06-30 $4,220,701 1,140,731
2025-03-31 $5,413,698 1,665,754
2024-12-31 $10,330,131 2,396,783
2024-09-30 $3,381,557 1,199,135
2024-06-30 $5,293,677 1,275,586
2024-03-31 $4,607,238 1,745,168
2023-12-31 $11,411,369 3,196,463
2023-09-30 $5,992,409 1,736,931
2023-06-30 $4,905,053 1,274,041
2023-03-31 $10,986,347 2,149,971
2022-12-31 $6,566,764 2,111,501
2022-09-30 $8,184,519 2,072,031
2022-06-30 $9,667,551 1,956,995
2022-03-31 $14,002,280 1,390,495
2021-12-31 $41,637,714 2,200,725
2021-09-30 $186,627,980 4,671,539
2021-06-30 $290,410,888 4,816,101
2021-03-31 $192,770,789 3,891,215
2020-12-31 $182,494,125 3,107,870
2020-09-30 $76,157,273 2,807,124
2020-06-30 $85,277,539 3,419,308
2020-03-31 $24,003,990 1,890,078