Latest MORGAN STANLEY Stock Portfolio
$1,890Billion | No. of Holdings #8184
MORGAN STANLEY Performance
2026 Q2+8.36%
YTD+4.79%
2025+14.38%
About MORGAN STANLEY and 13F Hedge Fund Stock Holdings
On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, MORGAN STANLEY reported an equity portfolio of $1890.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of MORGAN STANLEY are NVDA, AAPL, MSFT. The fund has invested 3.8% of it's portfolio in NVIDIA CORPORATION and 3.7% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), APELLIS PHARMACEUTICALS INC (APLS) and DUPONT DE NEMOURS INC (DD) stocks. They significantly reduced their stock positions in WISDOMTREE TR (DWMF), PROSHARES TR and PACER FDS TR (AFTY). MORGAN STANLEY opened new stock positions in SPACE EXPLORATION TECHN CORP, HONEYWELL INTL INC (HON) and DUPONT DE NEMOURS INC (DD). The fund showed a lot of confidence in some stocks as they added substantially to GRANITESHARES ETF TR (COMB), DBX ETF TR (ACSG) and PIMCO EQUITY SER (MFDX).
MORGAN STANLEY Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$1,890Billion
as of Aug 13, 2026MORGAN STANLEY Annual Return Estimates Vs S&P 500
Our best estimate is that MORGAN STANLEY made a return of 8.36% in the last quarter. In trailing 12 months, it's portfolio return was 13.59%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| space exploration techn corp | 2,312,210,000 |
| honeywell intl inc | 2,156,640,000 |
| honeywell aerospace inc | 2,053,130,000 |
| cerebras systems inc | 712,550,000 |
New stocks bought by MORGAN STANLEY
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 720 |
| vanguard index fds | 502 |
| vanguard world fd | 416 |
| western midstream partners l | 366 |
| vanguard index fds | 320 |
| ishares tr | 299 |
| mckesson corp | 130 |
| ast spacemobile inc | 129 |
Additions to existing portfolio by MORGAN STANLEY
Reductions
| Ticker | % Reduced |
|---|---|
| snowflake inc | -51.67 |
| arm holdings plc | -51.65 |
| zoetis inc | -37.23 |
| ishares tr | -37.19 |
| gallagher arthur j & co | -36.1 |
| salesforce inc | -26.41 |
| ishares tr | -25.93 |
| vaneck etf trust | -25.41 |
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 32.8% 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 | % |
|---|---|
| Others | 32.8 |
| Technology | 23.4 |
| Financial Services | 7.6 |
| Healthcare | 6.7 |
| Consumer Cyclical | 6.5 |
| Communication Services | 6.5 |
| Industrials | 6.4 |
| Consumer Defensive | 3.2 |
| Energy | 2.5 |
| Utilities | 1.8 |
| Real Estate | 1.3 |
| Basic Materials | 1.2 |
Market Cap. Distribution
MORGAN STANLEY has about 62.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- UNALLOCATED
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 37.6 |
| UNALLOCATED | 33.1 |
| LARGE-CAP | 25.2 |
| MID-CAP | 3.3 |
Stocks belong to which Index?
About 60.3% 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 500 | 56.9 |
| Others | 39.7 |
| RUSSELL 2000 | 3.4 |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares tr | -22464.2 M |
| VB | vanguard index fds | -18302.8 M |
| VAW | vanguard world fd | -5639.9 M |
| VB | vanguard index fds | -4639.1 M |
| NFLX | netflix inc. | -2459.4 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 8184 stocks in it's portfolio. About 21.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MU was the most profitable stock for MORGAN STANLEY last quarter.
$1538.45BTotal Value
500Positions
13 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Agilent Technologies Inc MORGAN STANLEY's holding in Agilent Technologies Inc over time | 0.04% | 5,185,740 | $688.82M 0.04% | 4.78%increased 4.78 percentadded | |
| 3.71% | 242,614,000 | $70.20B 3.71% | 0.76%decreased 0.76 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.09% | 11,192,500 | $1.76B 0.09% | 4.43%increased 4.43 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.08% | 19,441,100 | $1.55B 0.08% | 25.93%decreased 25.93 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 11,538,300 | $1.09B 0.06% | 6.91%increased 6.91 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 7,865,010 | $846.43M 0.04% | 14.64%decreased 14.64 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 9,234,470 | $706.90M 0.04% | 22.84%decreased 22.84 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 5,350,860 | $665.75M 0.04% | 12.38%increased 12.38 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 2,648,720 | $642.10M 0.03% | 11.74%decreased 11.74 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 4,231,960 | $602.59M 0.03% | 6.55%increased 6.55 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 5,415,600 | $597.61M 0.03% | 3.53%decreased 3.53 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 5,576,950 | $593.78M 0.03% | 5.74%decreased 5.74 percentreduced | |
 Abbvie Inc Abbvie IncABBV MORGAN STANLEY's holding in Abbvie Inc over time | 0.52% | 38,901,000 | $9.79B 0.52% | 2.33%increased 2.33 percentadded | |
 Cencora Inc Cencora IncABC MORGAN STANLEY's holding in Cencora Inc over time | 0.06% | 4,086,270 | $1.16B 0.06% | 9.83%decreased 9.83 percentreduced | |
 Airbnb Inc Airbnb IncABNB MORGAN STANLEY's holding in Airbnb Inc over time | 0.08% | 10,104,500 | $1.45B 0.08% | 3.08%decreased 3.08 percentreduced | |
 Abbott Laboratories MORGAN STANLEY's holding in Abbott Laboratories over time | 0.13% | 26,611,300 | $2.41B 0.13% | 11.6%decreased 11.6 percentreduced | |
 ACES Alps Etf TrAlps Etf TrACES | 0.04% | 16,070,300 | $833.24M 0.04% | 1.48%increased 1.48 percentadded | |
 Accenture Plc Ireland MORGAN STANLEY's holding in Accenture Plc Ireland over time | 0.08% | 12,169,900 | $1.51B 0.08% | 6.55%increased 6.55 percentadded | |
 ACWF Ishares TrIshares TrACWF | 0.08% | 20,167,500 | $1.53B 0.08% | 4.13%increased 4.13 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.08% | 31,037,500 | $1.43B 0.08% | 19.47%increased 19.47 percentadded | |
