MORGAN STANLEY
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 |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 4.96% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.90% | |
| 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 | 2.11% | |
| 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 WLY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,060,320 | 683,998 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,045,238 | 621,784 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $55,370,034 | 1,368,175 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $59,001,433 | 1,322,013 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $54,350,716 | 1,219,720 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $47,299,242 | 1,082,115 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $47,775,119 | 990,158 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $16,905,146 | 415,360 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $13,867,190 | 363,682 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $16,669,082 | 525,176 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $18,567,675 | 499,534 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $21,246,184 | 624,337 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,966,733 | 540,798 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $25,416,865 | 634,470 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $20,762,527 | 552,783 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,959,994 | 501,675 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $9,235,224 | 174,151 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $10,133,407 | 176,941 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,473,114 | 200,596 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,339,485 | 205,043 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,712,393 | 31,594 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,904,798 | 41,717 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $887,594 | 27,991 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $988,845 | 25,355 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,254,534 | 60,137 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||