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 | |
|---|---|---|---|---|---|---|
5476
Chegg
CHGG
$108M
| $345K | ﹤0.01% |
284,958
-1,529,109
| -84% | -$1.41M |
|
|
FLYY
5477
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
| $344K | ﹤0.01% |
+68,977
| New | +$412K |
|
|
IMOS
5478
ChipMOS TECHNOLOGIES
IMOS
$1.92B
| $344K | ﹤0.01% |
18,993
-9,455
| -33% | -$167K |
|
5479
Motley Fool Global Opportunities ETF
TMFG
$345M
| $343K | ﹤0.01% |
11,294
| – | – |
|
5480
Lexeo Therapeutics
LXEO
$366M
| $341K | ﹤0.01% |
84,781
+465
| +0.6% | +$1.53K |
|
|
BKCG
5481
BNY Mellon Concentrated Growth ETF
BKCG
$117M
| $339K | ﹤0.01% |
9,805
+164
| +2% | +$5.21K |
|
5482
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$100M
| $339K | ﹤0.01% |
5,173
+5,163
| +51,630% | +$295K |
|
5483
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$852M
| $338K | ﹤0.01% |
13,604
+6,444
| +90% | +$158K |
|
5484
IQ Candriam US Large Cap Equity ETF
IQSU
$318M
| $337K | ﹤0.01% |
6,805
+3,405
| +100% | +$158K |
|
5485
Hawthorn Bancshares
HWBK
$265M
| $337K | ﹤0.01% |
11,561
+7,469
| +183% | +$215K |
|
5486
GoPro
GPRO
$116M
| $334K | ﹤0.01% |
441,145
-192,419
| -30% | -$125K |
|
5487
Fidelity Small-Mid Multifactor ETF
FSMD
$2.51B
| $333K | ﹤0.01% |
8,023
+7,940
| +9,566% | +$313K |
|
|
EEX
5488
DELISTED
Emerald Holding
EEX
| $332K | ﹤0.01% |
68,370
+1,110
| +2% | +$4.84K |
|
5489
CPI Card Group
PMTS
$224M
| $332K | ﹤0.01% |
13,976
-9,639
| -41% | -$228K |
|
5490
Fossil Group
FOSL
$239M
| $331K | ﹤0.01% |
223,447
-161,751
| -42% | -$204K |
|
|
AMBR
5491
Amber International Holding Ltd
AMBR
$138M
| $330K | ﹤0.01% |
29,940
-50,560
| -63% | -$526K |
|
5492
Better Home & Finance Holding
BETR
$412M
| $330K | ﹤0.01% |
26,634
+8,814
| +49% | +$114K |
|
5493
ProShares Ultra Semiconductors
USD
$2.66B
| $330K | ﹤0.01% |
8,910
+3,606
| +68% | +$90.2K |
|
|
NFGC
5494
New Found Gold
NFGC
$534M
| $329K | ﹤0.01% |
231,421
+224,565
| +3,275% | +$289K |
|
5495
Polestar Automotive Holding UK
PSNY
$1.98B
| $328K | ﹤0.01% |
10,227
+1,413
| +16% | +$44.9K |
|
5496
Invesco Oil & Gas Services ETF
PXJ
$67.3M
| $328K | ﹤0.01% |
13,777
+158
| +1% | +$3.68K |
|
|
PNI
5497
PIMCO New York Municipal Income Fund II
PNI
$76.7M
| $328K | ﹤0.01% |
48,777
+2,223
| +5% | +$15K |
|
|
CMU
5498
DELISTED
MFS High Yield Municipal Trust
CMU
| $328K | ﹤0.01% |
98,359
+10
| +0% | +$34 |
|
5499
Air T
AIRT
$72.9M
| $326K | ﹤0.01% |
14,820
+9,669
| +188% | +$172K |
|
5500
inTEST
INTT
$173M
| $323K | ﹤0.01% |
44,387
+5,540
| +14% | +$35.1K |
|
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.