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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 XP

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $113,876,180 5,980,892
2025-12-31 $155,912,409 9,524,277
2025-09-30 $158,035,845 8,410,636
2025-06-30 $180,190,094 8,920,302
2025-03-31 $60,746,067 4,417,896
2024-12-31 $71,089,190 5,999,088
2024-09-30 $77,713,458 4,331,854
2024-06-30 $53,146,915 3,021,428
2024-03-31 $108,716,001 4,236,789
2023-12-31 $63,990,559 2,454,567
2023-09-30 $43,362,302 1,881,228
2023-06-30 $57,370,911 2,445,478
2023-03-31 $34,925,264 2,942,314
2022-12-31 $52,570,114 3,426,996
2022-09-30 $47,181,694 2,481,941
2022-06-30 $52,141,827 2,903,220
2022-03-31 $29,881,891 992,754
2021-12-31 $43,419,123 1,510,756
2021-09-30 $28,131,853 700,320
2021-06-30 $20,969,846 481,512
2021-03-31 $12,336,170 327,480
2020-12-31 $9,499,456 239,462
2020-09-30 $2,866,228 68,751
2020-06-30 $277,434 6,604
2020-03-31 $1,171,462 60,729