MORGAN STANLEY
Top Portfolio Positions
5,189 positions ·
$1,239,477,352,528 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 | 4.83% | |
| 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 | 2.13% | |
| 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 | 1.18% |
Portfolio Trend
Holdings in UPLD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391 | 588 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $840 | 588 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,167 | 7,244 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,125 | 7,244 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $119,924 | 41,932 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $188,363 | 43,402 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $27,274 | 10,954 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $40,323 | 16,195 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $67,162 | 21,736 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $280,175 | 66,236 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $129,344 | 27,997 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $212,007 | 58,892 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $361,300 | 84,024 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,705,722 | 239,232 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,935,423 | 238,060 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,336,047 | 160,885 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,087,115 | 61,733 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,835,451 | 158,052 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,433,804 | 42,877 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,174,860 | 125,695 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,144,545 | 24,254 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,503,676 | 32,767 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $562,521 | 14,921 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,286,432 | 37,009 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $639,763 | 23,854 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||