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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 SWK

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $196,260,038 2,761,892
2025-12-31 $176,728,156 2,379,216
2025-09-30 $175,767,996 2,364,698
2025-06-30 $146,383,150 2,160,637
2025-03-31 $162,486,256 2,113,505
2024-12-31 $178,061,131 2,217,725
2024-09-30 $240,220,945 2,181,249
2024-06-30 $191,182,436 2,393,071
2024-03-31 $281,041,857 2,869,824
2023-12-31 $250,507,077 2,553,589
2023-09-30 $195,014,953 2,333,273
2023-06-30 $254,534,064 2,716,189
2023-03-31 $204,366,909 2,536,199
2022-12-31 $254,321,457 3,385,536
2022-09-30 $236,602,079 3,145,886
2022-06-30 $340,936,765 3,251,352
2022-03-31 $399,007,204 2,854,333
2021-12-31 $429,372,110 2,276,387
2021-09-30 $416,434,173 2,375,416
2021-06-30 $446,621,752 2,178,749
2021-03-31 $432,891,544 2,168,035
2020-12-31 $307,075,877 1,719,735
2020-09-30 $120,526,274 743,072
2020-06-30 $146,538,832 1,051,362
2020-03-31 $123,359,900 1,233,599