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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,222 positions · $1,239,589,050,973 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

26 quarters · across all stocks

Holdings in SVM

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $48,817,731 4,545,413
2025-12-31 $39,139,524 4,692,989
2025-09-30 $16,741,272 2,648,936
2025-06-30 $7,193,201 1,704,551
2025-03-31 $3,703,339 956,936
2024-09-30 $4,096,639 937,447
2024-06-30 $1,734,815 516,315
2024-03-31 $1,429,230 438,415
2023-12-31 $1,232,919 468,792
2023-09-30 $1,259,514 535,965
2023-06-30 $2,088,341 740,547
2023-03-31 $3,501,222 916,551
2022-12-31 $2,717,219 917,980
2022-09-30 $2,173,740 932,937
2022-06-30 $1,953,225 787,592
2022-03-31 $4,921,733 1,359,595
2021-12-31 $2,107,691 560,557
2021-09-30 $3,103,566 814,585
2021-06-30 $4,958,435 903,176
2021-03-31 $4,929,951 1,004,064
2020-12-31 $4,371,290 653,407
2020-09-30 $3,588,034 495,585
2020-06-30 $1,638,525 305,126
2020-03-31 $1,510,071 461,796