MORGAN STANLEY
Institutional investor · Portfolio as of Q1 2026
Top Holdings8,287 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 244.5M | $62B | 3.7% | $212.78 | +43.78% | 8 qtrssince 2024-Q2 | Increased 62 |
NVIDIA CORP | 343M | $59.8B | 3.6% | $127.55 | +76.52% | 8 qtrssince 2024-Q2 | Increased 62 |
MICROSOFT CORP | 124.9M | $46.2B | 2.8% | $441.49 | +12.21% | 8 qtrssince 2024-Q2 | Increased 56 |
AMAZON.COM INC | 173.9M | $36.2B | 2.2% | $195.91 | +34.07% | 8 qtrssince 2024-Q2 | Increased 59 |
ALPHABET INC-CL A | 121M | $34.8B | 2.1% | $179.54 | +92.66% | 8 qtrssince 2024-Q2 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 40.5M | $26.3B | 1.6% | $587.34 | +32.18% | 8 qtrssince 2024-Q2 | Increased 66 |
BROADCOM INC | 75.9M | $23.5B | 1.4% | $178.43 | +120.24% | 8 qtrssince 2024-Q2 | Increased 52 |
META PLATFORMS INC-CLASS A | 38.1M | $21.8B | 1.3% | $513.30 | +14.91% | 8 qtrssince 2024-Q2 | Increased 51 |
ALPHABET INC-CL C | 71.7M | $20.6B | 1.2% | $183.99 | +86.72% | 8 qtrssince 2024-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 68.5M | $20.2B | 1.2% | $200.39 | +81.07% | 8 qtrssince 2024-Q2 | Increased 52 |
ISHARES CORE S&P 500 ETF | 23.4M | $15.3B | 0.9% | $544.51 | +43.25% | 8 qtrssince 2024-Q2 | Decreased 0 |
TESLA INC | 39.2M | $14.6B | 0.9% | $237.01 | +44.41% | 8 qtrssince 2024-Q2 | Increased 49 |
VANGUARD S&P 500 ETF | 24.4M | $14.6B | 0.9% | $504.90 | +41.34% | 8 qtrssince 2024-Q2 | Decreased 0 |
ELI LILLY & CO | 15.4M | $14.2B | 0.9% | $890.25 | +2.99% | 8 qtrssince 2024-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 46M | $13.9B | 0.8% | $258.49 | +40.88% | 8 qtrssince 2024-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 26.9M | $12.9B | 0.8% | $413.55 | +21.88% | 8 qtrssince 2024-Q2 | Increased 46 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 29.8M | $12.7B | 0.8% | $93.33 | +14.12% | 8 qtrssince 2024-Q2 | Increased 49 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 21.5M | $12.4B | 0.7% | $523.40 | +39.68% | 8 qtrssince 2024-Q2 | Increased 58 |
EXXON MOBIL CORP | 71.7M | $12.2B | 0.7% | $108.80 | +47.15% | 8 qtrssince 2024-Q2 | Decreased 0 |
JOHNSON & JOHNSON | 44.7M | $10.9B | 0.7% | $142.78 | +82.34% | 8 qtrssince 2024-Q2 | Decreased 0 |
MORGAN STANLEY manages $1.7T across 8287 positions as of Q1 2026. Top holdings: AAPL (3.7%), NVDA (3.6%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 487 new positions, 401 exits, 3462 increased. Top move: SPY (INCREASED, conviction 66). Portfolio: $1.7T across 8287 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