Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.77B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.52B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.18B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$947M |
| 5 |
Zoetis
ZTS
|
+$787M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$2.39B |
| 2 |
NVIDIA
NVDA
|
+$2.32B |
| 3 |
Microsoft
MSFT
|
+$2.06B |
| 4 |
Apple
AAPL
|
+$1.62B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.51B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.47% |
| 2 | Financials | 11.66% |
| 3 | Consumer Discretionary | 8.63% |
| 4 | Communication Services | 7.31% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Coty
COTY
$2.42B
| $27.9M | ﹤0.01% |
6,003,822
+1,807,227
| +43% | +$8.95M |
|
|
EAD
2477
Allspring Income Opportunities Fund
EAD
$372M
| $27.9M | ﹤0.01% |
3,952,688
+162,140
| +4% | +$1.09M |
|
2478
Loar Holdings
LOAR
$6.41B
| $27.9M | ﹤0.01% |
323,425
+20,316
| +7% | +$1.76M |
|
2479
California Resources
CRC
$4.67B
| $27.8M | ﹤0.01% |
609,682
-47,127
| -7% | -$1.93M |
|
2480
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.19B
| $27.8M | ﹤0.01% |
2,682,226
-15,679
| -0.6% | -$163K |
|
|
CHX
2481
DELISTED
ChampionX
CHX
| $27.8M | ﹤0.01% |
1,118,127
-2,200,292
| -66% | -$55.4M |
|
2482
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
| $27.8M | ﹤0.01% |
502,645
+13,158
| +3% | +$674K |
|
2483
NETSCOUT
NTCT
$2.96B
| $27.8M | ﹤0.01% |
1,118,941
-354,306
| -24% | -$7.88M |
|
2484
Fidelity MSCI Communication Services Index ETF
FCOM
$1.77B
| $27.8M | ﹤0.01% |
428,311
+22,149
| +5% | +$1.29M |
|
2485
Fulton Financial
FULT
$4.66B
| $27.8M | ﹤0.01% |
1,538,398
+10,449
| +0.7% | +$178K |
|
2486
DigitalOcean
DOCN
$13.7B
| $27.7M | ﹤0.01% |
969,792
-209,568
| -18% | -$6.12M |
|
2487
Republic Bancorp
RBCAA
$1.95B
| $27.6M | ﹤0.01% |
377,578
-3,783
| -1% | -$259K |
|
2488
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.05B
| $27.6M | ﹤0.01% |
241,107
+21,022
| +10% | +$2.26M |
|
2489
ZIM Integrated Shipping Services
ZIM
$3.04B
| $27.6M | ﹤0.01% |
1,712,388
+762,232
| +80% | +$12M |
|
2490
Navios Maritime Partners
NMM
$2.3B
| $27.5M | ﹤0.01% |
730,221
+85,096
| +13% | +$3.14M |
|
2491
Amkor Technology
AMKR
$12.4B
| $27.4M | ﹤0.01% |
1,305,996
-97,390
| -7% | -$1.8M |
|
2492
iRhythm Holdings
IRTC
$3.85B
| $27.4M | ﹤0.01% |
177,898
-54,771
| -24% | -$7.08M |
|
2493
Vaxcyte
PCVX
$7.81B
| $27.4M | ﹤0.01% |
841,922
+234,971
| +39% | +$7.7M |
|
2494
WisdomTree
WT
$2.96B
| $27.3M | ﹤0.01% |
2,374,546
+210,381
| +10% | +$1.97M |
|
2495
Champion Homes
SKY
$4.37B
| $27.3M | ﹤0.01% |
436,243
-37,555
| -8% | -$2.92M |
|
2496
USA Compression Partners
USAC
$3.79B
| $27.3M | ﹤0.01% |
1,122,612
-250,298
| -18% | -$6.21M |
|
2497
NCR Atleos
NATL
$3.47B
| $27.3M | ﹤0.01% |
956,423
-17,904
| -2% | -$483K |
|
2498
Invesco Leisure and Entertainment ETF
PEJ
$259M
| $27.3M | ﹤0.01% |
479,301
+19,689
| +4% | +$1M |
|
2499
Axogen
AXGN
$2.27B
| $27.2M | ﹤0.01% |
2,510,703
-90,519
| -3% | -$1.19M |
|
2500
RXO
RXO
$3.34B
| $27.2M | ﹤0.01% |
1,732,618
+159,835
| +10% | +$2.42M |
|
Similar funds
Morgan Stanley's Q2 2025 Portfolio in Review
As of Q2 2025, Morgan Stanley held 8,401 positions worth $1.54T, up 9.8% from $1.4T the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Morgan Stanley's Q2 2025 filing shows 313 new, 3,923 increased, 2,951 reduced and 306 closed positions. Its largest new stake was JBS N.V.: 7,554,358 shares worth $110M. The largest sale was UnitedHealth, an estimated $2.39B.
By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Financials and Consumer Discretionary.
- Morgan Stanley's largest Q2 2025 buy was JBS N.V.: 7,554,358 shares worth $110M.
- Morgan Stanley added most to Vanguard Short-Term Bond ETF in Q2 2025, an estimated $1.77B increase.
- Morgan Stanley's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $2.39B.
- Morgan Stanley fully exited Discover Financial Services in Q2 2025, selling an estimated $786M.
- Morgan Stanley's ten largest holdings make up 21% of its $1.54T portfolio in Q2 2025.
- Morgan Stanley opened 313 new positions and closed 306 in Q2 2025.
- Morgan Stanley's portfolio value rose 9.8% quarter-over-quarter to $1.54T.
Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.