MORGAN STANLEY

SEC CIK
0000895421

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
8,402
+115 vs. Q1 2026
Total value
$1.89T
+$231.02B (+13.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

MORGAN STANLEY holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock356,420,089$71.32B3.77%+13,465,743+3.9%AddedView
AAPLAPPLE INC COMStock242,614,238$70.2B3.71%−1,860,484−0.8%ReducedView
MSFTMICROSOFT CORP COMStock127,674,661$47.63B2.52%+2,793,373+2.2%AddedView
GOOGLALPHABET INC CAP STK CL AStock120,511,301$43.07B2.28%−444,297−0.4%ReducedView
AMZNAMAZON COM INC COMStock179,376,541$42.75B2.26%+5,450,685+3.1%AddedView
AVGOBROADCOM INC COMStock79,037,987$29.86B1.58%+3,102,835+4.1%AddedView
GOOGALPHABET INC CAP STK CL CStock72,425,149$25.59B1.35%+757,584+1.1%AddedView
SPYSTATE STREET SPDR S&P 500 ETFETF32,285,648$24.11B1.28%−8,217,082−20.3%ReducedView
METAMETA PLATFORMS INC CL AStock39,435,817$22.21B1.17%+1,356,855+3.6%AddedView
JPMJPMORGAN CHASE & CO COMStock67,092,426$21.96B1.16%−1,452,016−2.1%ReducedView
MUMICRON TECHNOLOGY INC COMStock18,470,449$21.32B1.13%+1,628,443+9.7%AddedView
LLYELI LILLY & CO COMStock16,226,398$19.46B1.03%+788,940+5.1%AddedView
ISHARES CORE S&P 500 ETF464287200ETF24,670,794$18.48B0.98%+1,288,928+5.5%Added–
VANGUARD S&P 500 ETF922908363ETF24,882,329$17.09B0.90%+516,602+2.1%Added–
TSLATESLA INC COMStock38,872,087$16.35B0.86%−305,313−0.8%ReducedView
VVISA INC COM CL AStock45,960,354$15.77B0.83%−19,5960.0%ReducedView
INVESCO QQQ TRUST SERIES I46090E103ETF21,150,784$15.58B0.82%−384,641−1.8%Reduced–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF118,891,881$14.76B0.78%+89,127,276+299.4%Added–
AMDADVANCED MICRO DEVICES INC COMStock24,286,371$14.11B0.75%+504,763+2.1%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock26,667,029$13.34B0.71%−187,412−0.7%ReducedView
JNJJOHNSON & JOHNSON COMStock44,808,254$11.38B0.60%+87,087+0.2%AddedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF128,282,433$10.63B0.56%+2,023,231+1.6%Added–
ISHARES CORE MSCI EAFE ETF46432F842ETF106,642,553$10.3B0.54%+1,485,012+1.4%Added–
PANWPALO ALTO NETWORKS INC COMStock29,450,112$10.04B0.53%−2,868,846−8.9%ReducedView
WMTWALMART INC COMStock88,318,921$10B0.53%+2,412,450+2.8%AddedView
XOMEXXON MOBIL CORPCOM73,052,280$9.99B0.53%+1,333,282+1.9%AddedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF40,662,951$9.86B0.52%−1,564,306−3.7%Reduced–
ABBVABBVIE INC COMStock38,901,001$9.79B0.52%+884,227+2.3%AddedView
AMATAPPLIED MATLS INC COMStock13,523,832$9.78B0.52%+1,679,951+14.2%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock10,220,437$9.56B0.51%+321,726+3.3%AddedView
CSCOCISCO SYS INC COMStock80,401,715$9.44B0.50%+2,670,683+3.4%AddedView
VANGUARD TOTAL BOND MARKET ETF921937835ETF125,882,099$9.24B0.49%+863,495+0.7%Added–
INTCINTEL CORP COMStock61,516,453$8.59B0.45%+7,527,066+13.9%AddedView
LRCXLAM RESEARCH CORP COM NEWStock19,217,787$8.33B0.44%+246,665+1.3%AddedView
CATCATERPILLAR INC COMStock7,504,426$7.99B0.42%+4,764+0.1%AddedView
HDHOME DEPOT INC COMStock22,603,319$7.97B0.42%+233,985+1.0%AddedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF89,529,557$7.71B0.41%+74,665,787+502.3%Added–
VANGUARD MORNINGSTAR VALUE ETF922908744ETF35,380,683$7.71B0.41%+1,735,121+5.2%Added–
MAMASTERCARD INCORPORATED CL AStock15,001,503$7.7B0.41%−161,074−1.1%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR15,847,816$7.57B0.40%+1,080,136+7.3%AddedView
KOCOCA COLA CO COMStock89,824,129$7.3B0.39%−2,069,941−2.3%ReducedView
NFLXNETFLIX INC. COMStock99,723,374$7.12B0.38%+705,250+0.7%AddedView
GSGOLDMAN SACHS GROUP INC COMStock7,030,974$7.11B0.38%+214,375+3.1%AddedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT32,501,467$6.92B0.37%−1,653,053−4.8%Reduced–
PGPROCTER & GAMBLE CO COMStock47,157,141$6.92B0.37%−2,059,119−4.2%ReducedView
GEVGE VERNOVA INC COMStock5,715,959$6.72B0.36%−653,764−10.3%ReducedView
BACBANK OF AMER CORP COMStock114,601,311$6.53B0.35%+5,930,510+5.5%AddedView
MRKMERCK & CO INC COMStock48,641,158$6.25B0.33%+1,008,671+2.1%AddedView
UNHUNITEDHEALTH GROUP INC COMStock14,795,456$6.15B0.33%−168,113−1.1%ReducedView
CVXCHEVRON CORPORATION COMStock36,051,004$5.98B0.32%−796,017−2.2%ReducedView
RTXRTX CORPORATION COMStock30,933,048$5.87B0.31%+809,309+2.7%AddedView
ETNEATON CORP PLC SHSStock13,250,139$5.65B0.30%+138,516+1.1%AddedView
ISHARES RUSSELL 2000 ETF464287655ETF18,693,662$5.62B0.30%−11,068,267−37.2%Reduced–
NEENEXTERA ENERGY INC COMStock63,514,030$5.57B0.29%−1,237,852−1.9%ReducedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF14,876,622$5.5B0.29%+535,469+3.7%Added–
GEGE AEROSPACE COM NEWStock14,612,934$5.46B0.29%+345,685+2.4%AddedView
SNDKSANDISK CORPCOM2,400,851$5.46B0.29%−438,641−15.4%ReducedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock10,763,066$5.4B0.29%−100,462−0.9%ReducedView
UBERUBER TECHNOLOGIES INC COMStock72,847,766$5.26B0.28%−4,221,735−5.5%ReducedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF73,490,701$5.24B0.28%−11,128,021−13.2%Reduced–
WDCWESTERN DIGITAL CORPCOM8,148,144$5.2B0.28%+209,038+2.6%AddedView
KLACKLA CORPCOM NEW17,114,793$5.16B0.27%+15,341,643+865.2%AddedView
CRWDCROWDSTRIKE HLDGS INC CL AStock6,494,547$4.96B0.26%−63,410−1.0%ReducedView
AMGNAMGEN INC COMStock13,653,692$4.94B0.26%−2,182,366−13.8%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock17,459,828$4.91B0.26%−2,171,123−11.1%ReducedView
ISHARES S&P 500 GROWTH ETF464287309ETF34,601,758$4.76B0.25%+294,861+0.9%Added–
PMPHILIP MORRIS INTL INC COMStock25,493,502$4.61B0.24%+1,087,798+4.5%AddedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS4,720,524$4.56B0.24%−38,788−0.8%ReducedView
ORCLORACLE CORP COMStock30,551,196$4.48B0.24%+1,418,524+4.9%AddedView
AXPAMERICAN EXPRESS CO COMStock13,121,109$4.44B0.23%+312,357+2.4%AddedView
WFCWELLS FARGO & CO COMStock53,356,165$4.41B0.23%+1,668,763+3.2%AddedView
BXBLACKSTONE INCCOM34,842,332$4.1B0.22%+2,347,894+7.2%AddedView
TJXTJX COS INC NEW COMStock27,031,090$4.1B0.22%+306,430+1.1%AddedView
MCDMCDONALDS CORP COMStock15,027,364$4.06B0.21%−591,145−3.8%ReducedView
MCKMCKESSON CORP COMStock5,306,142$4.01B0.21%+3,006,517+130.7%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock34,021,287$3.97B0.21%+1,818,598+5.6%AddedView
UNPUNION PAC CORP COMStock14,579,220$3.97B0.21%−305,662−2.1%ReducedView
GLDSPDR GOLD SHARESETF10,752,962$3.96B0.21%−159,416−1.5%ReducedView
CCITIGROUP INC COM NEWStock28,109,284$3.93B0.21%+267,198+1.0%AddedView
TXNTEXAS INSTRS INC COMStock13,031,975$3.88B0.21%+1,144,665+9.6%AddedView
GLWCORNING INCCOM15,134,070$3.87B0.20%−532,864−3.4%ReducedView
LINLINDE PLC SHSStock7,376,780$3.83B0.20%+18,687+0.3%AddedView
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF19,733,219$3.76B0.20%+114,142+0.6%Added–
NETCLOUDFLARE INCCL A COM15,258,327$3.74B0.20%−624,994−3.9%ReducedView
CRMSALESFORCE INC COMStock23,311,316$3.65B0.19%−8,364,287−26.4%ReducedView
APHAMPHENOL CORP NEWCL A20,579,230$3.63B0.19%+3,066,780+17.5%AddedView
PEPPEPSICO INC COMStock26,615,206$3.6B0.19%+34,032+0.1%AddedView
ASMLASML HLDG NV N Y REGISTRY SHSADR1,788,291$3.56B0.19%+2,925+0.2%AddedView
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF35,692,523$3.53B0.19%+3,170,523+9.7%Added–
SPOTSPOTIFY TECHNOLOGY S A SHSStock7,418,358$3.41B0.18%−961,908−11.5%ReducedView
ISHARES S&P 500 VALUE ETF464287408ETF14,914,723$3.39B0.18%−9,234−0.1%Reduced–
BLKBLACKROCK INC COMStock3,487,404$3.35B0.18%+49,858+1.5%AddedView
ANETARISTA NETWORKS INC COM SHSStock19,696,435$3.35B0.18%+1,191,258+6.4%AddedView
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF55,839,057$3.33B0.18%+1,821,799+3.4%Added–
DISDISNEY WALT CO COMStock34,495,232$3.32B0.18%+696,436+2.1%AddedView
ADIANALOG DEVICES INC COMStock8,254,604$3.28B0.17%−4,890−0.1%ReducedView
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF63,410,002$3.21B0.17%+2,270,983+3.7%Added–
ISHARES CORE S&P MID-CAP ETF464287507ETF41,144,289$3.17B0.17%+4,262,063+11.6%Added–
ISHARES MSCI EAFE ETF464287465ETF30,454,694$3.16B0.17%+533,535+1.8%Added–
QCOMQUALCOMM INC COMStock17,100,302$3.16B0.17%−2,891,011−14.5%ReducedView

Sold out since Q1 2026 (408)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 408 by value.

MORGAN STANLEY positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM18,428,804$4.17B0.25%
APELLIS PHARMACEUTICALS INC03753U106COM10,042,399$404.01M0.02%
DDDUPONT DE NEMOURS INCCOM8,149,632$373.25M0.02%
CCLCARNIVAL CORPUNIT 99/99/999914,361,676$371.68M0.02%
TERNS PHARMACEUTICALS INC880881107COM6,449,140$340M0.02%
COTERRA ENERGY INC COM127097103Stock8,927,080$313.7M0.02%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR3,262,425$293.55M0.02%
HOLOGIC INC436440101COM3,573,011$270.08M0.02%
SEALED AIR CORP NEW81211K100COM4,175,824$175.59M0.01%
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS4,268,353$169.54M0.01%
AIR LEASE CORP00912X302CL A2,304,844$149.68M0.01%
ASNDASCENDIS PHARMA A/SSPONSORED ADR606,348$138.69M0.01%
MASIMO CORP574795100COM752,417$133.83M0.01%
ARCELLX INC03940C100COMMON STOCK925,813$106.3M0.01%
AMICUS THERAPEUTICS INC03152W109COM6,998,884$101.2M0.01%
CLEARWATER ANALYTICS HLDGS I185123106CL A2,546,987$60.24M0.00%
SASEABRIDGE GOLD INCCOM1,955,941$55.43M0.00%
MFS CHARTER INCOME TR552727109SH BEN INT7,677,944$46.53M0.00%
CSG SYS INTL INC126349109COM561,671$44.9M0.00%
TRI POINTE HOMES INC87265H109COM948,783$44.34M0.00%
ONESTREAM INC68278B107CL A1,651,031$39.62M0.00%
Cantaloupe Inc138103106COM3,589,508$38.8M0.00%
TGBTASEKO MINES LTDCOM5,921,244$38.19M0.00%
PROASSURANCE CORP74267C106COM1,438,224$35.55M0.00%
NVRIHARSCO CORPCOM1,307,663$25.66M0.00%
CWENCLEARWAY ENERGY INCCL A590,337$23.12M0.00%
BITFARMS LTD COM09173B107Stock10,710,324$20.89M0.00%
SEMRUSH HLDGS INC81686C104CL A COM1,724,371$20.59M0.00%
MACK CALI RLTY CORP554489104COM826,187$15.59M0.00%
KENNEDY-WILSON HOLDINGS INC489398107COM1,431,543$15.49M0.00%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock687,107$14.73M0.00%
SUN CTRY AIRLS HLDGS INC866683105COM643,034$10.62M0.00%
DIAMOND HILL INVT GROUP INC25264R207COM NEW59,825$10.3M0.00%
SPDR SERIES TRUST78468R424STATE STREET SPD400,000$9.86M0.00%
NUVEEN NEW JERSEY QULT MUN F67069Y102COM760,293$9.35M0.00%
LI AUTO INC50202MAB8NOTE 0.250% 5/0–$9.14M0.00%
KALVISTA PHARMACEUTICALS INC483497103COM439,099$8.84M0.00%
PROSHARES TR74347R370PSHS SH MSCI EAF698,166$8.78M0.00%
THERMON GROUP HLDGS INC88362T103COM165,468$8.34M0.00%
SOLENO THERAPEUTICS INC834203309COM242,262$8.11M0.00%
ENHABIT INC29332G102COM545,630$7.69M0.00%
DKNGDRAFTKINGS INC NEWNOTE 3/1–$7.02M0.00%
GOLDEN ENTMT INC381013101COM232,406$6.2M0.00%
Griffin Cap Essntl Ast Reit II Com Cl E39818P799Common Stock275,420$5.75M0.00%
MISTER CAR WASH INC60646V105COM810,785$5.65M0.00%
ISHARES TR46436E577ISHARES 25+ YR T616,154$5.65M0.00%
GREAT LAKES DREDGE & DOCK CO390607109COM329,163$5.6M0.00%
HERITAGE COMM CORP426927109COM435,893$5.44M0.00%
ON24 INC68339B104COM631,581$5.12M0.00%
AMERICAN WOODMARK CORPORATIO030506109COM126,342$5.03M0.00%
MONROE CAP CORP610335101COM1,022,578$4.7M0.00%
CENTRAIS ELET BRAS SA15235A102SPON ADS PFD B1360,415$4.52M0.00%
SUNOPTA INC8676EP108COM667,546$4.33M0.00%
JAZZ INVESTMENTS I LTD472145AF8NOTE 2.000% 6/1–$4.26M0.00%
ASCENDIS PHARMA A/S04351PAD3NOTE 2.250% 4/0–$4.24M0.00%
FLUSHING FINL CORP343873105COM242,471$3.72M0.00%
IMUXIMMUNIC INCCOM3,288,540$3.65M0.00%
MFS INVT GRADE MUN TR59318B108SH BEN INT431,408$3.45M0.00%
HUAZHU GROUP LTD44332NAB2NOTE 3.000% 5/0–$3.34M0.00%
MAPSWM TECHNOLOGY INCCOM5,041,813$3.32M0.00%
CCLCARNIVAL PLCADR125,708$3.24M0.00%
WAYFAIR INC94419LAR2NOTE 3.500%11/1–$3.23M0.00%
TOURTUNIU CORPSPONSORED ADS A4,073,746$3.14M0.00%
NVANOVA MINERALS LTDADS502,683$2.95M0.00%
FLRFLUOR CORPNOTE 1.125% 8/1–$2.83M0.00%
NUVEEN PENNSYLVANIA QLT MUN670972108COM236,289$2.82M0.00%
MFS HIGH YIELD MUN TR59318E102SH BEN INT710,702$2.54M0.00%
GGRGogoro IncCOM691,340$2.41M0.00%
UDEMY INC902685106COM494,906$2.29M0.00%
FIRST FNDTN INC32026V104COM385,142$2.27M0.00%
BLUE FOUNDRY BANCORP09549B104COM97,060$1.29M0.00%
TMDXTRANSMEDICS GROUP INCNOTE 1.500% 6/0–$1.23M0.00%
MFS HIGH INCOME MUN TR59318D104SH BEN INT292,643$1.09M0.00%
NCL CORP LTD62886HBD2NOTE 1.125% 2/1–$974K0.00%
DMRCDIGIMARC CORP NEWCOM191,687$941.19K0.00%
INNOVATOR ETFS TRUST45784N619EQUITY MNGD 10034,309$904.39K0.00%
IDCCINTERDIGITAL INCNOTE 3.500% 6/0–$878.06K0.00%
LINKBANCORP INC53578P105COMMON STOCK103,174$860.47K0.00%
EVHEVOLENT HEALTH INCNOTE 3.500%12/0–$850.91K0.00%
CALAVO GROWERS INC128246105COM32,626$841.46K0.00%
SRPTSAREPTA THERAPEUTICS INCNOTE 1.250% 9/1–$744.39K0.00%
BOILPROSHARES TR II ULTRA BLOOMBERGETF42,014$677.27K0.00%
SWK HLDGS CORP78501P203COM NEW35,683$606.98K0.00%
UNITED SEC BANCSHARES CALIF911460103COM57,146$600.61K0.00%
INNOVATOR ETFS TRUST45784N106EQUITY DEFINED P22,412$598.89K0.00%
JOHN BEAN TECHNOLOGIES CORP477839AB0NOTE 0.250% 5/1–$593.72K0.00%
ENGNENGENE HOLDINGS INCCOM86,600$589.75K0.00%
EUROPEAN WAX CTR INC29882P106CLASS A COM98,164$567.39K0.00%
PROSHARES TR74350P543ULTRA CRCL NEW13,000$536.77K0.00%
TET1 ENERGY INCNOTE 5.250%12/0–$521.08K0.00%
ABVEFABOVE FOOD INGREDIENTS INCCOM501,106$506.12K0.00%
ISHARES U S ETF TR46431W598BLOOMBERG ROLL6,965$413.86K0.00%
ASSERTIO HOLDINGS INC04546C304COM NEW21,030$400.83K0.00%
NORTHERN LTS FD TR IV66537J507BROOKSTONE DIVID10,644$331.48K0.00%
RUSSELL INVTS EXCHANGE TRADE78249U209INTL DEVE EQ ETF10,992$320.07K0.00%
COINBASE GLOBAL INC19260QAB3NOTE 0.500% 6/0–$285.64K0.00%
MARINE PRODS CORP568427108COM30,695$223.16K0.00%
SCOPROSHARES TR IIULSHT BLOOMB OIL26,726$222.36K0.00%
TIDAL TRUST II88636J816RETURN STCKD US7,598$214.87K0.00%
CAMBRIA ETF TR132061821CANNABIS ETF40,427$206.58K0.00%

13F filings by quarter

MORGAN STANLEY 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 20268,402$1.89Tvs. Q1 2026SEC
Q1 2026May 15, 20268,287$1.66Tvs. Q4 2025SEC
Q4 2025May 27, 2026Amended8,196$1.67Tvs. Q3 2025SEC
Q3 2025May 27, 2026Amended8,157$1.65Tvs. Q2 2025SEC
Q2 2025Aug 15, 20258,088$1.54Tvs. Q1 2025SEC
Q1 2025May 15, 20258,086$1.4Tvs. Q4 2024SEC
Q4 2024May 15, 2025Amended7,965$1.43Tvs. Q3 2024SEC
Q3 2024May 14, 2025Amended7,927$1.38Tvs. Q2 2024SEC
Q2 2024May 14, 2025Amended7,845$1.29Tvs. Q1 2024SEC
Q1 2024Oct 17, 2024Amended7,817$3.74Tvs. Q4 2023SECSECSEC
Q4 2023Aug 16, 2024Amended7,830$2.27Tvs. Q3 2023SECSEC
Q3 2023Nov 15, 20237,619$983.41Bvs. Q2 2023SEC
Q2 2023Aug 14, 20237,655$1.01Tvs. Q1 2023SEC
Q1 2023May 15, 20237,708$932.64Bvs. Q4 2022SEC
Q4 2022Feb 14, 20237,888$880.47Bvs. Q3 2022SEC
Q3 2022Nov 14, 20228,003$733.72Bvs. Q2 2022SEC
Q2 2022Oct 27, 2022Amended8,022$770.42Bvs. Q1 2022SEC
Q1 2022Oct 27, 2022Amended8,164$741.46Bvs. Q4 2021SEC
Q4 2021Feb 14, 20228,180$809.87Bvs. Q3 2021SEC
Q3 2021Nov 15, 20218,075$742.48Bvs. Q2 2021SEC
Q2 2021Aug 23, 2021Amended7,816$758.13Bvs. Q1 2021SEC
Q1 2021May 17, 20217,569$680.76B–SEC