MORGAN STANLEY
Institutional investor · Portfolio as of Q2 2026
Top Holdings8,402 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 356.4M | $71.3B | 3.8% | $130.30 | +66.97% | 9 qtrssince 2024-Q2 | Increased 61 |
APPLE INC | 242.6M | $70.2B | 3.7% | $212.78 | +50.25% | 9 qtrssince 2024-Q2 | Decreased 0 |
MICROSOFT CORP | 127.7M | $47.6B | 2.5% | $436.30 | +17.70% | 9 qtrssince 2024-Q2 | Increased 56 |
ALPHABET INC | 120.5M | $43.1B | 2.3% | $179.54 | +93.04% | 9 qtrssince 2024-Q2 | Decreased 0 |
AMAZON COM INC | 179.4M | $42.8B | 2.3% | $197.20 | +35.11% | 9 qtrssince 2024-Q2 | Increased 56 |
BROADCOM INC | 79M | $29.9B | 1.6% | $185.14 | +99.20% | 9 qtrssince 2024-Q2 | Increased 52 |
ALPHABET INC | 72.4M | $25.6B | 1.4% | $185.76 | +84.58% | 9 qtrssince 2024-Q2 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 32.3M | $24.1B | 1.3% | $587.34 | +30.99% | 9 qtrssince 2024-Q2 | Decreased 0 |
META PLATFORMS INC | 39.4M | $22.2B | 1.2% | $515.02 | +12.23% | 9 qtrssince 2024-Q2 | Increased 52 |
JPMORGAN CHASE & CO | 67.1M | $22B | 1.2% | $200.39 | +78.46% | 9 qtrssince 2024-Q2 | Decreased 0 |
MICRON TECHNOLOGY INC | 18.5M | $21.3B | 1.1% | $235.47 | +296.16% | 9 qtrssince 2024-Q2 | Increased 55 |
ELI LILLY & CO | 16.2M | $19.5B | 1.0% | $905.20 | +29.76% | 9 qtrssince 2024-Q2 | Increased 53 |
ISHARES TR | 24.7M | $18.5B | 1.0% | $555.19 | +39.23% | 9 qtrssince 2024-Q2 | Increased 48 |
VANGUARD INDEX FDS | 24.9M | $17.1B | 0.9% | $508.68 | +39.04% | 9 qtrssince 2024-Q2 | Increased 46 |
TESLA INC | 38.9M | $16.3B | 0.9% | $237.01 | +47.14% | 9 qtrssince 2024-Q2 | Decreased 0 |
VISA INC | 46M | $15.8B | 0.8% | $258.49 | +47.63% | 9 qtrssince 2024-Q2 | Decreased 0 |
INVESCO QQQ TR | 21.2M | $15.6B | 0.8% | $523.40 | +36.88% | 9 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR | 118.9M | $14.8B | 0.8% | $116.45 | +5.41% | 9 qtrssince 2024-Q2 | Increased 73 |
ADVANCED MICRO DEVICES INC | 24.3M | $14.1B | 0.7% | $170.53 | +173.03% | 9 qtrssince 2024-Q2 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 26.7M | $13.3B | 0.7% | $413.55 | +22.11% | 9 qtrssince 2024-Q2 | Decreased 0 |
MORGAN STANLEY manages $1.9T across 8402 positions as of Q2 2026. Top holdings: NVDA (3.8%), AAPL (3.7%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 523 new positions, 408 exits, 3824 increased. Top move: IWF (INCREASED, conviction 73). Portfolio: $1.9T across 8402 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR