MORGAN STANLEY
Top Portfolio Positions
5,222 positions ·
$1,239,614,707,317 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 | 4.82% | |
| 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 | 2.12% | |
| 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 | 1.17% |
Portfolio Trend
Holdings in VALU
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,862 | 1,243 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $224,429 | 5,840 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $63,697 | 1,630 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $73,873 | 1,887 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $77,453 | 2,003 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $135,746 | 2,571 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $113,318 | 2,437 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $99,273 | 2,305 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $99,304 | 2,452 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $160,434 | 3,291 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $92,728 | 2,121 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $109,515 | 2,386 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $108,400 | 2,243 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $110,966 | 2,181 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $90,386 | 2,059 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $145,967 | 2,210 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $215,606 | 3,218 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $96,119 | 2,053 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $68,208 | 1,991 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,094 | 1,874 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $51,670 | 1,833 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $85,655 | 2,598 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $47,102 | 1,907 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $98,782 | 3,660 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $80,874 | 2,500 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||