MORGAN STANLEY
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 |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 4.96% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
120,955,598 | $34,781,991,748 | 2.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
40,502,730 | $26,340,545,421 | 2.11% | |
| AVGO |
Broadcom Inc.
Technology
|
75,935,152 | $23,502,688,883 | 1.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,078,962 | $21,786,116,518 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,544,442 | $20,163,033,047 | 1.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
39,177,400 | $14,564,198,442 | 1.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SWIM
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,906 | 199,052 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $623,288 | 98,156 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,102,078 | 144,820 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,428,536 | 223,909 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,031,169 | 160,369 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,075,657 | 154,549 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,141,405 | 314,913 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $363,081 | 119,830 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $652,795 | 164,848 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $776,149 | 295,115 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $755,930 | 269,976 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $999,763 | 269,479 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $494,330 | 172,844 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $558,081 | 173,318 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $787,223 | 219,283 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,772,541 | 688,679 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $8,933,038 | 674,701 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $865,785 | 34,590 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $524,174 | 31,962 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,213,455 | 37,968 | Shares | Defined | 2021-08-23 | |
| No 13F history on record for this holder in this stock. | ||||||