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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 UWMC

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Shares Held

Position Value (USD)

21 quarters on record
Report Date Value (USD) Shares
2026-03-31 $14,522,260 4,011,675
2025-12-31 $12,627,197 2,882,923
2025-09-30 $8,273,195 1,358,489
2025-06-30 $10,727,891 2,591,279
2025-03-31 $12,534,256 2,295,652
2024-12-31 $6,258,966 1,066,264
2024-09-30 $9,517,314 1,117,056
2024-06-30 $4,798,125 692,371
2024-03-31 $3,331,501 458,885
2023-12-31 $3,781,709 528,911
2023-09-30 $2,597,689 535,607
2023-06-30 $3,002,721 536,201
2023-03-31 $2,564,475 522,297
2022-12-31 $1,308,104 395,199
2022-09-30 $1,274,481 434,978
2022-06-30 $2,354,875 665,220
2022-03-31 $1,386,778 306,133
2021-12-31 $937,558 158,372
2021-09-30 $1,289,506 185,541
2021-06-30 $839,523 99,352
2021-03-31 $1,146,479 144,575