Morgan Stanley

Morgan Stanley

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

7,940

Market Value

$1656.9B

Portfolio Analysis

AIPreview
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I. Institutional Overview

As of the first quarter of 2026, the investment landscape is being shaped by a handful of global financial titans, none more prominent than Morgan Stanley. With a reported portfolio market value reaching a staggering $1.66 trillion, Morgan Stanley stands as a definitive "super-aggregator" of capital. This scale is not merely a number; it represents a vast...

The sheer breadth of the portfolio is evidenced by the 7,940 individual holdings managed by the firm. Such a high number of stocks typically indicates a diversified investment style designed to smooth out idiosyncratic risks. However, a deeper look at the concentration levels reveals a more nuanced story. While the institution holds thousands of positions,...

The current scale of $1.66 trillion marks a period of significant capital deployment and market appreciation. Analyzing the institutional portrait, we see a firm that is increasingly leaning into the "Fortress Balance Sheet" philosophy. In an era of potential macroeconomic volatility, Morgan Stanley’s preference for companies with massive cash flows and...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Top 5 Holdings

1

$AAPL

Apple Inc.

3.7%

% of Portfolio

2

$NVDA

NVIDIA Corporation

3.6%

% of Portfolio

3

$MSFT

Microsoft Corporation

2.8%

% of Portfolio

4

$AMZN

Amazon.com, Inc.

2.2%

% of Portfolio

5

$GOOGL

Alphabet Inc.

2.1%

% of Portfolio

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
AAPL3.7%3.7%3.5%3.1%
NVDA3.6%3.6%3.6%3.4%
MSFT2.8%3.5%3.8%3.9%
AMZN2.2%2.2%2.2%2.3%
GOOGL2.1%2.3%1.8%1.5%
ETF-SPY1.6%1.2%1.6%1.5%
AVGO1.4%1.5%1.5%1.3%
META1.3%1.5%1.6%1.8%
GOOG1.2%1.4%1.0%-
JPM1.2%1.3%1.3%1.3%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NVDA+17.47%
GOOGL+24.42%
AAPL+16.49%
AMZN+15.96%
AVGO+24.57%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

ETF-IWF-71.49%
ETF-VUG-80.51%
ETF-VO-73.17%
XOM-13.59%
ETF-VGT-83.74%

Sector Analysis

Energy4.9%
Others2.0%
Materials2.5%
Utilities2.7%
Financials13.6%
Healthcare10.2%
Technology29.1%
Industrials9.6%

Trading Summary

1

$ETF-BLCR

0.0%

2

$SUNB

0.0%

All Holdings

1

$AAPL

3.7%

2

$NVDA

3.6%

3

$MSFT

2.8%

4

$AMZN

2.2%

5

$GOOGL

2.1%

6

$ETF-SPY

1.6%

7

$AVGO

1.4%

8

$META

1.3%

9

$GOOG

1.2%

10

$JPM

1.2%

11

$ETF-IVV

0.9%

12

$TSLA

0.9%

13

$ETF-VOO

0.9%

14

$LLY

0.9%

15

$V

0.8%

16

$BRK.B

0.8%

17

$ETF-IWF

0.8%

18

$ETF-QQQ

0.8%

19

$XOM

0.7%

20

$JNJ

0.7%

21

$WMT

0.6%

22

$COST

0.6%

23

$NFLX

0.6%

24

$ETF-IEFA

0.6%

25

$ETF-BND

0.6%

26

$ETF-IWD

0.5%

27

$ETF-IEMG

0.5%

28

$ABBV

0.5%

29

$CVX

0.5%

30

$MA

0.5%

31

$ETF-IWM

0.4%

32

$HD

0.4%

33

$PG

0.4%

34

$KO

0.4%

35

$ETF-VTV

0.4%

36

$ETF-RSP

0.4%

37

$ETF-VUG

0.4%

38

$CSCO

0.4%

39

$NEE

0.4%

40

$CRM

0.4%

41

$RTX

0.3%

42

$GS

0.3%

43

$MRK

0.3%

44

$MU

0.3%

45

$AMGN

0.3%

46

$GEV

0.3%

47

$UBER

0.3%

48

$ETF-VEA

0.3%

49

$TMO

0.3%

50

$CAT

0.3%