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 |
NVIDIA
NVDA
|
+$2.77B |
| 2 |
McKesson
MCK
|
+$2.38B |
| 3 |
SpaceX
SPCX
|
+$2.3B |
| 4 |
HONA
Honeywell Aerospace
HONA
|
+$2.05B |
| 5 |
Amazon
AMZN
|
+$1.37B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.96B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$3.11B |
| 3 |
Honeywell
HON
|
+$1.96B |
| 4 |
Salesforce
CRM
|
+$1.47B |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$775M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 26.02% |
| 2 | Technology | 24.63% |
| 3 | Financials | 9.78% |
| 4 | Healthcare | 7.32% |
| 5 | Industrials | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
7376
IP Strategy Holdings
IPST
$2.17M
| $729 | ﹤0.01% |
310
-377
| -55% | -$2.03K |
2024 Q4
6 quarters
|
|
7377
Jasper Therapeutics
JSPR
$19M
| $726 | ﹤0.01% |
1,724
-1,331,696
| -100% | -$997K |
2021 Q3
19 quarters
|
|
7378
ZJK Industrial Co
ZJK
$123M
| $725 | ﹤0.01% |
371
| – | – |
2024 Q4
6 quarters
|
|
7379
Charlton Aria Acquisition Corp
CHAR
$121M
| $722 | ﹤0.01% |
67
-7
| -9% | -$75 |
2025 Q1
5 quarters
|
|
7380
Cayson Acquisition Corp
CAPN
$59.6M
| $718 | ﹤0.01% |
65
-3
| -4% | -$33 |
2025 Q1
5 quarters
|
|
7381
YHN Acquisition I Ltd
YHNA
$47.5M
| $718 | ﹤0.01% |
66
-2
| -3% | -$22 |
2025 Q1
5 quarters
|
|
7382
Arrive AI Inc
ARAI
$7.87M
| $717 | ﹤0.01% |
1,670
-2,273
| -58% | -$1.53K |
2025 Q2
4 quarters
|
|
7383
Gesher Acquisition Corp. II Class A Ordinary Shares
GSHR
$216M
| $709 | ﹤0.01% |
68
-13
| -16% | -$135 |
2025 Q2
4 quarters
|
|
7384
Collective Acquisition Corp
CCAQ
$216M
| $709 | ﹤0.01% |
68
-13
| -16% | -$135 |
2025 Q2
4 quarters
|
|
7385
Westwater Resources
WWR
$58.5M
| $708 | ﹤0.01% |
1,401
-8,900
| -86% | -$5.27K |
2017 Q4
34 quarters
|
|
7386
Melar Acquisition Corp I
MACI
$106M
| $707 | ﹤0.01% |
65
-15
| -19% | -$162 |
2025 Q1
5 quarters
|
|
7387
Tavia Acquisition Corp
TAVI
$172M
| $705 | ﹤0.01% |
66
-14
| -18% | -$149 |
2025 Q1
5 quarters
|
|
7388
Indigo Acquisition Corp
INAC
$153M
| $697 | ﹤0.01% |
68
-13
| -16% | -$133 |
2025 Q4
2 quarters
|
|
7389
Stellar V Capital Corp
SVCC
$231M
| $696 | ﹤0.01% |
66
-14
| -18% | -$147 |
2025 Q2
4 quarters
|
|
7390
DELISTED
Leslie's
LESL
| $691 | ﹤0.01% |
68
-1
| -1% | -$4 |
2020 Q4
22 quarters
|
|
7391
Lake Superior Acquisition Corp
LKSP
$161M
| $690 | ﹤0.01% |
68
-11
| -14% | -$111 |
2025 Q4
2 quarters
|
|
7392
Range Capital Acquisition Corp
RANG
$72.9M
| $684 | ﹤0.01% |
64
-16
| -20% | -$169 |
2025 Q1
5 quarters
|
|
7393
EGH Acquisition Corp
EGHA
| $679 | ﹤0.01% |
66
-14
| -18% | -$144 |
2025 Q3
3 quarters
|
|
7394
FIGX Capital Acquisition Corp
FIGX
$201M
| $675 | ﹤0.01% |
66
-14
| -18% | -$143 |
2025 Q4
2 quarters
|
|
|
RAAQ
7395
DELISTED
Real Asset Acquisition Corp
RAAQ
| $670 | ﹤0.01% |
62
-16
| -21% | -$175 |
2025 Q2
4 quarters
|
|
7396
Black Hawk Acquisition Corp
BKHA
$47.9M
| $668 | ﹤0.01% |
57
-3
| -5% | -$36 |
2025 Q1
5 quarters
|
|
7397
Harvard Ave Acquisition Corp
HAVA
$212M
| $667 | ﹤0.01% |
66
-15
| -19% | -$151 |
2025 Q4
2 quarters
|
|
7398
Translational Development Acquisition Corp
TDAC
$209M
| $663 | ﹤0.01% |
62
-16
| -21% | -$171 |
2025 Q1
5 quarters
|
|
7399
Argo Blockchain
ARBK
$30.7M
| $661 | ﹤0.01% |
174
-2,514
| -94% | -$8.78K |
2021 Q3
19 quarters
|
|
7400
CBAK Energy Technology Ltd
CBAT
$93.1M
| $659 | ﹤0.01% |
1,114
+880
| +376% | +$673 |
2018 Q1
33 quarters
|
|
Similar funds
Morgan Stanley's Q2 2026 Portfolio in Review
As of Q2 2026, Morgan Stanley held 8,715 positions worth $1.89T, up 14% from $1.66T the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Morgan Stanley's Q2 2026 filing shows 425 new, 3,807 increased, 3,215 reduced and 303 closed positions. Its largest new stake was SpaceX: 13,532,773 shares worth $2.31B. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $5.96B.
By sector, the portfolio is most concentrated in Miscellaneous at 26% of assets, down from 27% a quarter earlier, followed by Technology and Financials.
- Morgan Stanley's largest Q2 2026 buy was SpaceX: 13,532,773 shares worth $2.31B.
- Morgan Stanley added most to NVIDIA in Q2 2026, an estimated $2.77B increase.
- Morgan Stanley's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $5.96B.
- Morgan Stanley fully exited Apellis Pharmaceuticals in Q2 2026, selling an estimated $404M.
- Morgan Stanley's ten largest holdings make up 21% of its $1.89T portfolio in Q2 2026.
- Morgan Stanley opened 425 new positions and closed 303 in Q2 2026.
- Morgan Stanley's portfolio value rose 14% quarter-over-quarter to $1.89T.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.