MORGAN STANLEY
Institutional investor · Portfolio as of Q4 2025
Top Holdings8,196 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 230.5M | $62.7B | 3.7% | $210.31 | +28.91% | 7 qtrssince 2024-Q2 | Increased 59 |
NVIDIA CORP | 323.7M | $60.4B | 3.6% | $124.44 | +50.71% | 7 qtrssince 2024-Q2 | Increased 58 |
MICROSOFT CORP | 121.2M | $58.6B | 3.5% | $442.62 | +10.13% | 7 qtrssince 2024-Q2 | Increased 59 |
ALPHABET INC-CL A | 121.8M | $38.1B | 2.3% | $179.54 | +74.80% | 7 qtrssince 2024-Q2 | Decreased 0 |
AMAZON.COM INC | 161.6M | $37.3B | 2.2% | $194.93 | +19.29% | 7 qtrssince 2024-Q2 | Decreased 0 |
BROADCOM INC | 73M | $25.3B | 1.5% | $171.90 | +100.60% | 7 qtrssince 2024-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 37.6M | $24.8B | 1.5% | $511.32 | +30.24% | 7 qtrssince 2024-Q2 | Increased 51 |
ALPHABET INC-CL C | 71.8M | $22.5B | 1.3% | $183.99 | +70.96% | 7 qtrssince 2024-Q2 | Increased 51 |
JPMORGAN CHASE & CO | 66.4M | $21.4B | 1.3% | $197.14 | +63.32% | 7 qtrssince 2024-Q2 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 29.3M | $20B | 1.2% | $551.90 | +24.48% | 7 qtrssince 2024-Q2 | Decreased 0 |
ELI LILLY & CO | 15.6M | $16.8B | 1.0% | $890.25 | +20.14% | 7 qtrssince 2024-Q2 | Increased 52 |
ISHARES CORE S&P 500 ETF | 24M | $16.5B | 1.0% | $544.51 | +26.70% | 7 qtrssince 2024-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 46.9M | $16.4B | 1.0% | $258.49 | +34.87% | 7 qtrssince 2024-Q2 | Decreased 0 |
TESLA INC | 35.8M | $16.1B | 1.0% | $222.27 | +104.45% | 7 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD S&P 500 ETF | 24.6M | $15.4B | 0.9% | $504.90 | +25.12% | 7 qtrssince 2024-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 26.3M | $13.2B | 0.8% | $412.07 | +22.24% | 7 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 27.6M | $13.1B | 0.8% | $92.31 | +27.95% | 7 qtrssince 2024-Q2 | Increased 46 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 16M | $9.9B | 0.6% | $496.62 | +24.73% | 7 qtrssince 2024-Q2 | Decreased 0 |
JOHNSON & JOHNSON | 46.3M | $9.6B | 0.6% | $142.78 | +44.92% | 7 qtrssince 2024-Q2 | Decreased 0 |
WALMART INC | 84.3M | $9.4B | 0.6% | $68.57 | +63.21% | 7 qtrssince 2024-Q2 | Decreased 0 |
MORGAN STANLEY manages $1.7T across 8196 positions as of Q4 2025. Top holdings: AAPL (3.7%), NVDA (3.6%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 495 new positions, 452 exits, 3973 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $1.7T across 8196 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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