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 |
SPCX
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 | |
|---|---|---|---|---|---|---|---|
8176
Telomir Pharmaceuticals
TELO
$82.5M
| $6 | ﹤0.01% |
+5
| New | +$7 |
2026 Q2
0 quarters
|
|
8177
Arts-Way Manufacturing Co
ARTW
$18.4M
| $5 | ﹤0.01% |
1
| – | – |
2023 Q1
13 quarters
|
|
|
AZIO
8178
Azio AI Holdings
AZIO
$17.7M
| $5 | ﹤0.01% |
3
| – | – |
2023 Q3
11 quarters
|
|
|
GV
8179
DELISTED
Visionary Holdings
GV
| $5 | ﹤0.01% |
24
-7
| -23% | -$2 |
2025 Q1
5 quarters
|
|
8180
Network-1 Technologies
NTIP
$35.9M
| $5 | ﹤0.01% |
3
| – | – |
2016 Q3
39 quarters
|
|
8181
Performance Shipping
PSHG
$20.6M
| $5 | ﹤0.01% |
3
| – | – |
2025 Q3
3 quarters
|
|
|
GITS
8182
Global Interactive Technologies
GITS
$6.35M
| $5 | ﹤0.01% |
+2
| New | +$4 |
2026 Q2
0 quarters
|
|
|
LHAI
8183
Linkhome Holdings
LHAI
$16.7M
| $5 | ﹤0.01% |
+8
| New | +$8 |
2026 Q2
0 quarters
|
|
|
AIFA
8184
All In FutureTech Alliance Inc
AIFA
$36.5M
| $4 | ﹤0.01% |
+2
| New | +$5 |
2026 Q2
0 quarters
|
|
|
FABC
8185
Fabric.AI Inc
FABC
$15.8M
| $4 | ﹤0.01% |
1
| – | – |
2020 Q3
23 quarters
|
|
8186
China Natural Resources
CHNR
$5.01M
| $4 | ﹤0.01% |
1
| – | – |
2024 Q1
9 quarters
|
|
|
SSM
8187
Sono Group N.V.
SSM
$1.73M
| $4 | ﹤0.01% |
1
| – | – |
2025 Q3
3 quarters
|
|
8188
Atlantic American Corp
AAME
$24.1M
| $3 | ﹤0.01% |
1
| – | – |
2024 Q1
9 quarters
|
|
|
CANF
8189
Can-Fite BioPharma American Depositary Shares
CANF
$4.07M
| $3 | ﹤0.01% |
1
| – | – |
2017 Q2
36 quarters
|
|
8190
Cemtrex
CETX
$3.53M
| $3 | ﹤0.01% |
+1
| New | +$8 |
2024 Q3
7 quarters
|
|
8191
Dermata Therapeutics
DRMA
$5.05M
| $3 | ﹤0.01% |
+2
| New | +$3 |
2026 Q2
0 quarters
|
|
8192
Genprex
GNPX
$2.23M
| – | – |
0
| – | – |
2026 Q1
1 quarter
|
|
|
SDEV
8193
Stablecoin Development Corp
SDEV
$77.9M
| $3 | ﹤0.01% |
3
| – | – |
2017 Q3
35 quarters
|
|
|
NCNA
8194
NuCana
NCNA
$4.58M
| $3 | ﹤0.01% |
2
| – | – |
2025 Q3
3 quarters
|
|
8195
Super League Enterprise
SLE
$9.97M
| $3 | ﹤0.01% |
1
| – | – |
2025 Q2
4 quarters
|
|
8196
Vivos Therapeutics
VVOS
$3M
| $3 | ﹤0.01% |
7
| – | – |
2020 Q4
22 quarters
|
|
8197
Aterian
ATER
$11M
| $2 | ﹤0.01% |
1
| – | – |
2020 Q3
23 quarters
|
|
8198
bioAffinity Technologies
BIAF
$2.84M
| – | – |
0
| – | – |
2025 Q3
3 quarters
|
|
|
FRSX
8199
Foresight Autonomous Holdings
FRSX
$3.51M
| $2 | ﹤0.01% |
1
| – | – |
2020 Q4
22 quarters
|
|
8200
Hub Cyber Security Warrant
HUBCZ
$77.8K
| $2 | ﹤0.01% |
100
| – | – |
2024 Q4
6 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.