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 XERS
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,921,389 | 2,572,654 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,256,093 | 2,707,783 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $26,208,364 | 3,219,701 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $17,010,864 | 3,642,584 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $23,542,660 | 4,288,281 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,754,776 | 2,877,516 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,709,774 | 2,354,308 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,622,325 | 1,609,924 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,853,013 | 1,290,958 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,870,189 | 1,221,358 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,187,109 | 638,232 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $868,230 | 331,387 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $251,571 | 154,340 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $157,946 | 118,758 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $183,406 | 117,570 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $195,902 | 127,211 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $359,753 | 140,529 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,957,805 | 1,350,787 | Shares | Defined | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||