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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,951 positions · $1,258,866,502,244 total · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

23 quarters · across all stocks

Holdings in TREE

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Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2025-09-30 $7,423,945 114,691
2025-06-30 $4,763,639 128,504
2025-03-31 $6,880,049 136,862
2024-12-31 $4,870,988 125,703
2024-09-30 $6,204,043 106,911
2024-06-30 $8,427,296 202,628
2024-03-31 $25,174,641 594,583
2023-12-31 $16,718,171 551,391
2023-09-30 $6,678,203 430,852
2023-06-30 $5,918,158 267,669
2023-03-31 $6,854,175 257,096
2022-12-31 $4,993,711 234,117
2022-09-30 $5,255,709 220,273
2022-06-30 $7,942,897 181,262
2022-03-31 $9,739,579 81,387
2021-12-31 $11,599,305 94,611
2021-09-30 $14,494,074 103,655
2021-06-30 $11,268,834 53,185
2021-03-31 $3,970,746 18,642
2020-12-31 $11,660,439 42,589
2020-09-30 $3,610,559 11,765
2020-06-30 $2,996,345 10,349
2020-03-31 $1,431,174 7,804