MORGAN STANLEY
Top Portfolio Positions
5,222 positions ·
$1,239,614,707,317 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 | 5.01% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.82% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
120,955,598 | $34,781,991,748 | 2.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
40,502,730 | $26,340,545,421 | 2.12% | |
| AVGO |
Broadcom Inc.
Technology
|
75,935,152 | $23,502,688,883 | 1.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,078,962 | $21,786,116,518 | 1.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,544,442 | $20,163,033,047 | 1.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
39,177,400 | $14,564,198,442 | 1.17% |
Portfolio Trend
Holdings in SWZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,536 | 51,524 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $262,931 | 42,272 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $323,158 | 53,151 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $357,797 | 56,435 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $557,440 | 60,460 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $734,476 | 98,061 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,001,745 | 111,927 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $775,865 | 96,142 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $785,822 | 99,095 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $764,928 | 93,284 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $763,067 | 99,878 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $802,354 | 97,610 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $774,007 | 97,605 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $660,532 | 87,372 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $395,979 | 58,318 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $200,500 | 25,509 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $235,192 | 25,509 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $219,485 | 22,081 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $194,606 | 21,199 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $202,851 | 20,848 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $183,253 | 20,848 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $186,381 | 20,848 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $206,950 | 24,994 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $248,778 | 31,732 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $225,430 | 32,436 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||