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 | |
|---|---|---|---|---|---|---|
|
WRD
2976
WeRide Inc
WRD
$1.91B
| $16.6M | ﹤0.01% |
2,109,062
+2,054,690
| +3,779% | +$18.3M |
|
2977
Leonardo DRS
DRS
$12.1B
| $16.6M | ﹤0.01% |
356,505
-138,755
| -28% | -$5.57M |
|
|
ARI
2978
Apollo Commercial Real Estate
ARI
$872M
| $16.6M | ﹤0.01% |
1,709,772
-125,577
| -7% | -$1.18M |
|
2979
Protolabs
PRLB
$1.78B
| $16.5M | ﹤0.01% |
413,097
+1,015
| +0.2% | +$37.8K |
|
2980
Global X Cloud Computing ETF
CLOU
$240M
| $16.5M | ﹤0.01% |
708,396
+387,073
| +120% | +$8.49M |
|
|
DVAX
2981
DELISTED
Dynavax Technologies
DVAX
| $16.5M | ﹤0.01% |
1,664,340
-820,852
| -33% | -$8.65M |
|
2982
Green Dot
GDOT
$745M
| $16.5M | ﹤0.01% |
1,528,379
+513,301
| +51% | +$4.64M |
|
2983
Petco
WOOF
$800M
| $16.5M | ﹤0.01% |
5,817,245
-969,035
| -14% | -$3.01M |
|
2984
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$650M
| $16.4M | ﹤0.01% |
648,327
+161,866
| +33% | +$4.08M |
|
|
KC
2985
Kingsoft Cloud Holdings
KC
$3.28B
| $16.4M | ﹤0.01% |
1,311,106
-1,488,584
| -53% | -$19.3M |
|
|
ELME
2986
Elme Communities
ELME
$144M
| $16.4M | ﹤0.01% |
1,032,228
-22,178
| -2% | -$352K |
|
2987
iShares S&P India Nifty 50 Index Fund
INDY
$562M
| $16.4M | ﹤0.01% |
301,559
-21,953
| -7% | -$1.15M |
|
2988
Cable One
CABO
$229M
| $16.4M | ﹤0.01% |
120,737
+56,885
| +89% | +$10.7M |
|
|
BWG
2989
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$130M
| $16.4M | ﹤0.01% |
1,969,087
-107,569
| -5% | -$866K |
|
2990
Colliers International
CIGI
$5.04B
| $16.3M | ﹤0.01% |
125,233
-8,958
| -7% | -$1.09M |
|
|
HI
2991
DELISTED
Hillenbrand
HI
| $16.3M | ﹤0.01% |
812,367
-17,522
| -2% | -$364K |
|
2992
Telkom Indonesia
TLK
$14.4B
| $16.3M | ﹤0.01% |
962,104
-296,302
| -24% | -$4.75M |
|
2993
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$259M
| $16.3M | ﹤0.01% |
727,574
-12,725
| -2% | -$280K |
|
2994
Grocery Outlet
GO
$896M
| $16.3M | ﹤0.01% |
1,311,411
+377,209
| +40% | +$5.36M |
|
2995
Green Brick Partners
GRBK
$3.04B
| $16.3M | ﹤0.01% |
258,941
-52,600
| -17% | -$3.12M |
|
2996
WesBanco
WSBC
$3.97B
| $16.3M | ﹤0.01% |
514,013
+51,033
| +11% | +$1.54M |
|
2997
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
| $16.3M | ﹤0.01% |
453,591
-9,153
| -2% | -$305K |
|
2998
Danaos Corp
DAC
$2.58B
| $16.3M | ﹤0.01% |
188,482
+26,064
| +16% | +$2.14M |
|
2999
Jack in the Box
JACK
$312M
| $16.2M | ﹤0.01% |
929,259
+534,082
| +135% | +$12M |
|
3000
DHT Holdings
DHT
$3.01B
| $16.2M | ﹤0.01% |
1,498,402
+347,172
| +30% | +$3.83M |
|
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.