MORGAN STANLEY
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 |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 4.95% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.77% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
120,955,598 | $34,781,991,748 | 2.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
40,502,730 | $26,340,545,421 | 2.10% | |
| AVGO |
Broadcom Inc.
Technology
|
75,935,152 | $23,502,688,883 | 1.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,078,962 | $21,786,116,518 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,544,442 | $20,163,033,047 | 1.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
39,177,400 | $14,564,198,442 | 1.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTMD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,025,170 | 48,801 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,445,730 | 43,705 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,607,799 | 57,294 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,310,236 | 58,156 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,451,714 | 25,905 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,239,903 | 36,439 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,180,995 | 32,596 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,395,401 | 35,854 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,477,918 | 48,909 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,052,495 | 12,497 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $728,162 | 8,467 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,436,023 | 15,408 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,435,951 | 15,152 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $938,847 | 9,339 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $833,219 | 9,767 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $846,971 | 9,860 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $200,925 | 2,236 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $207,600 | 2,076 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $142,508 | 1,535 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $141,420 | 1,663 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $123,837 | 1,430 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $299,012 | 3,547 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $112,137 | 1,404 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $186,367 | 2,103 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $123,769 | 1,316 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||