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Latest MORGAN STANLEY Stock Portfolio

$1,659Billion | No. of Holdings #8076

MORGAN STANLEY Performance

2026 Q1-3.29%
YTD-3.29%
2025+14.38%

About MORGAN STANLEY and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, MORGAN STANLEY reported an equity portfolio of $1659.8 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of MORGAN STANLEY are AAPL, NVDA, MSFT. The fund has invested 3.7% of it's portfolio in APPLE INC and 3.6% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), CYBERARK SOFTWARE LTD (CYBR) and EXACT SCIENCES CORP (EXAS) stocks. They significantly reduced their stock positions in NORTHERN LTS FD TR IV (BIBL), U S GLOBAL INVS INC (GROW) and ESTRELLA IMMUNOPHARMA INC. MORGAN STANLEY opened new stock positions in ASTRAZENECA PLC, AMCOR PLC (AMCR) and QIAGEN NV (QGEN). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (BIB), PROSHARES TR and INVESCO EXCH TRD SLF IDX FD (BSAE).
MORGAN STANLEY Equity Portfolio Value
Last Reported on: 15 May, 2026
$1,659Billion
  as of May 15, 2026

MORGAN STANLEY Annual Return Estimates Vs S&P 500

Our best estimate is that MORGAN STANLEY made a return of -3.29% in the last quarter. In trailing 12 months, it's portfolio return was 14.45%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc1,374,490,000
New stocks bought by MORGAN STANLEY

Additions

Ticker% Inc.
spdr series trust584
vale s a266
ishares tr210
baidu inc140
fifth third bancorp125
vanguard scottsdale fds124
ishares inc110
vaneck etf trust105
Additions to existing portfolio by MORGAN STANLEY

Reductions

Ticker% Reduced
roper technologies inc-52.98
gallagher arthur j & co-47.82
spdr series trust-44.1
dell technologies inc-44.06
ishares tr-41.81
spdr series trust-41.16
automatic data processing in-38.21
ishares silver tr-32.36
MORGAN STANLEY reduced stake in above stock

Sold off

None of the stocks were completely sold off by MORGAN STANLEY

Sector Distribution

MORGAN STANLEY has about 33.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Others33.4
Technology20.2
Financial Services7.8
Healthcare6.9
Consumer Cyclical6.8
Communication Services6.6
Industrials6.5
Consumer Defensive3.7
Energy3.2
Utilities2.1
Real Estate1.3
Basic Materials1.3

Market Cap. Distribution

MORGAN STANLEY has about 62.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP35.3
UNALLOCATED33.4
LARGE-CAP26.9
MID-CAP3.6

Stocks belong to which Index?

About 60.1% of the stocks held by MORGAN STANLEY either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50057
Others39.9
RUSSELL 20003.1
Top 5 Winners (%)%
brand engagement network inc
1207.0 %
VAL
valaris ltd
671.0 %
EVTV
envirotech vehicles inc
400.0 %
IBRX
immunitybio inc
256.8 %
WATT
energous corp
242.1 %
Top 5 Winners ($)$
XOM
exxon mobil corp
3604.7 M
CVX
chevron corporation
1993.0 M
JNJ
johnson & johnson
1706.7 M
ge vernova inc
1362.5 M
COST
costco wholesale corporation
1302.2 M
Top 5 Losers (%)%
QH
quhuo ltd
-90.0 %
weshop holdings ltd
-88.5 %
ITRM
iterum therapeutics plc
-87.4 %
IMMP
immutep ltd
-84.7 %
JOBY
joby aviation inc
-83.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-13960.1 M
AAPL
apple inc
-4291.2 M
NVDA
nvidia corporation
-4033.5 M
AMZN
amazon com inc
-3782.8 M
META
meta platforms inc
-3326.3 M

MORGAN STANLEY Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MORGAN STANLEY

MORGAN STANLEY has 8076 stocks in it's portfolio. About 21.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for MORGAN STANLEY last quarter.

$1349.67BTotal Value
500Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of MORGAN STANLEY, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MORGAN STANLEY's holding in Ishares Tr over time
0.13%26,248,000
$2.09B
0.13%
increased 44.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MORGAN STANLEY's holding in Ishares Tr over time
0.09%10,717,900
$1.48B
0.09%
increased 27.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MORGAN STANLEY's holding in Ishares Tr over time
0.06%10,792,200
$1.02B
0.06%
increased 9.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MORGAN STANLEY's holding in Ishares Tr over time
0.06%9,214,320
$978.10M
0.06%
increased 7.43 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MORGAN STANLEY's holding in Ishares Tr over time
0.05%11,968,000
$889.82M
0.05%
decreased 0.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MORGAN STANLEY's holding in Ishares Tr over time
0.04%3,001,160
$656.50M
0.04%
increased 0.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MORGAN STANLEY's holding in Ishares Tr over time
0.04%5,916,660
$630.13M
0.04%
increased 4.28 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MORGAN STANLEY's holding in Ishares Tr over time
0.04%5,613,700
$619.70M
0.04%
decreased 6.02 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
MORGAN STANLEY's holding in Alps Etf Tr over time
0.05%15,836,000
$833.61M
0.05%
increased 9.75 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
MORGAN STANLEY's holding in Ishares Tr over time
0.08%19,367,400
$1.36B
0.08%
increased 0.01 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
MORGAN STANLEY's holding in Ishares Tr over time
0.07%25,978,500
$1.20B
0.07%
increased 5.17 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
MORGAN STANLEY's holding in Ishares Inc over time
0.05%20,629,600
$791.97M
0.05%
increased 110.46 percentadded