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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

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

Portfolio Trend

25 quarters · across all stocks

Holdings in UPST

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Shares Held

Position Value (USD)

22 quarters on record
Report Date Value (USD) Shares
2026-03-31 $101,960,260 3,975,059
2025-12-31 $183,955,271 4,206,615
2025-09-30 $83,922,817 1,652,024
2025-06-30 $108,190,426 1,672,703
2025-03-31 $73,083,071 1,587,727
2024-12-31 $162,102,045 2,632,809
2024-09-30 $57,140,239 1,428,149
2024-06-30 $34,909,846 1,479,858
2024-03-31 $60,673,704 2,256,367
2023-12-31 $87,136,437 2,132,561
2023-09-30 $54,652,183 1,914,933
2023-06-30 $41,405,811 1,156,264
2023-03-31 $19,672,420 1,238,038
2022-12-31 $59,908,408 4,531,650
2022-09-30 $90,083,855 4,333,038
2022-06-30 $133,784,499 4,231,009
2022-03-31 $394,508,819 3,616,361
2021-12-31 $147,212,477 972,984
2021-09-30 $89,788,899 283,747
2021-06-30 $174,942,057 1,400,657
2021-03-31 $326,109,093 2,530,724
2020-12-31 $102,300,225 2,510,435