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 | |
|---|---|---|---|---|---|---|---|
7551
Silicon Valley Acquisition Corp
SVAQ
$298M
| $394 | ﹤0.01% |
39
+29
| +290% | +$290 |
2026 Q1
1 quarter
|
|
7552
Workhorse Group
WKHS
$32.2M
| $392 | ﹤0.01% |
127
+84
| +195% | +$257 |
2016 Q1
41 quarters
|
|
|
BBCQ
7553
DELISTED
Bleichroeder Acquisition Corp II
BBCQ
| $392 | ﹤0.01% |
38
+24
| +171% | +$249 |
2026 Q1
1 quarter
|
|
7554
Pathfinder Disciplined US Equity ETF
PFDE
$165M
| $390 | ﹤0.01% |
+14
| New | +$375 |
2026 Q2
0 quarters
|
|
7555
Calisa Acquisition Corp
ALIS
$84.9M
| $386 | ﹤0.01% |
38
-8
| -17% | -$81 |
2025 Q4
2 quarters
|
|
7556
Fortress Value Acquisition Corp V
FVAV
| $384 | ﹤0.01% |
38
+24
| +171% | +$242 |
2026 Q1
1 quarter
|
|
7557
OneIM Acquisition Corp
OIM
$367M
| $383 | ﹤0.01% |
38
+24
| +171% | +$241 |
2026 Q1
1 quarter
|
|
7558
Hall Chadwick Acquisition Corp
HCAC
$296M
| $382 | ﹤0.01% |
38
+28
| +280% | +$280 |
2026 Q1
1 quarter
|
|
7559
Atlas Lithium Corp
ATLX
$68.9M
| $380 | ﹤0.01% |
103
-5,420
| -98% | -$24.2K |
2024 Q4
6 quarters
|
|
7560
Mangoceuticals
MGRX
$9.1M
| $380 | ﹤0.01% |
1,000
| – | – |
2025 Q4
2 quarters
|
|
7561
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$296M
| $380 | ﹤0.01% |
1
| – | – |
2023 Q4
10 quarters
|
|
7562
Newton Golf Co
NWTG
$6.11M
| $378 | ﹤0.01% |
450
| – | – |
2025 Q4
2 quarters
|
|
7563
Archimedes Tech SPAC Partners II Co
ATII
$316M
| $377 | ﹤0.01% |
35
-27
| -44% | -$293 |
2025 Q2
4 quarters
|
|
7564
K&F Growth Acquisition Corp II
KFII
$420M
| $369 | ﹤0.01% |
35
-27
| -44% | -$284 |
2025 Q2
4 quarters
|
|
7565
Starry Sea Acquisition Corp
SSEA
| $369 | ﹤0.01% |
36
-7
| -16% | -$71 |
2025 Q4
2 quarters
|
|
7566
Lafayette Digital Acquisition Corp I
ZKP
$392M
| $369 | ﹤0.01% |
37
+23
| +164% | +$228 |
2026 Q1
1 quarter
|
|
7567
Presurance Holdings
PRHI
$31M
| $368 | ﹤0.01% |
75
-1
| -1% | -$5 |
2015 Q4
42 quarters
|
|
7568
SurgePays
SURG
$7.5M
| $367 | ﹤0.01% |
1,018
+18
| +2% | +$10 |
2023 Q4
10 quarters
|
|
7569
Xsolla SPAC 1
XSLL
| $367 | ﹤0.01% |
37
+27
| +270% | +$267 |
2026 Q1
1 quarter
|
|
7570
Republic Digital Acquisition Co
RDAG
$392M
| $361 | ﹤0.01% |
35
-27
| -44% | -$278 |
2025 Q2
4 quarters
|
|
7571
Destination XL Group
DXLG
$21.8M
| $360 | ﹤0.01% |
537
+55
| +11% | +$36 |
2021 Q3
19 quarters
|
|
7572
Wen Acquisition Corp
WENN
$391M
| $360 | ﹤0.01% |
35
-27
| -44% | -$277 |
2025 Q3
3 quarters
|
|
7573
YD Bio Ltd
YDES
$477M
| $360 | ﹤0.01% |
160
-63
| -28% | -$282 |
2025 Q3
3 quarters
|
|
7574
Muzero Acquisition Corp
MUZE
$274M
| $357 | ﹤0.01% |
36
+27
| +300% | +$267 |
2026 Q1
1 quarter
|
|
7575
Huize Holding Ltd
HUIZ
$12.6M
| $355 | ﹤0.01% |
320
-2,596
| -89% | -$3.91K |
2025 Q3
3 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.