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 | Technology | 24.63% |
| 2 | Financials | 9.78% |
| 3 | Healthcare | 7.32% |
| 4 | Industrials | 7.25% |
| 5 | Consumer Discretionary | 7.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
Capital Group Core Equity ETF
CGUS
$11.7B
| $299M | 0.02% |
6,715,988
+162,895
| +2% | +$6.97M |
|
802
Capital Group Municipal Income ETF
CGMU
$6.61B
| $298M | 0.02% |
10,864,259
+543,462
| +5% | +$14.9M |
|
803
APA Corp
APA
$14.5B
| $297M | 0.02% |
9,124,735
+125,119
| +1% | +$4.7M |
|
804
MPLX
MPLX
$59.2B
| $297M | 0.02% |
5,275,829
+311,630
| +6% | +$17.4M |
|
|
EXE
805
Expand Energy Corp
EXE
$21.9B
| $297M | 0.02% |
3,256,729
-58,844
| -2% | -$5.59M |
|
806
National Grid
NGG
$81.6B
| $296M | 0.02% |
3,575,054
+212,983
| +6% | +$18.1M |
|
807
AerCap
AER
$23.2B
| $294M | 0.02% |
2,019,943
+179,576
| +10% | +$25.5M |
|
808
Dick's Sporting Goods
DKS
$11.1B
| $294M | 0.02% |
1,296,474
+243,619
| +23% | +$53.8M |
|
809
TeraWulf
WULF
$8.14B
| $294M | 0.02% |
11,894,191
+5,964,209
| +101% | +$137M |
|
810
Broadridge
BR
$21.1B
| $294M | 0.02% |
2,144,060
+117,687
| +6% | +$17.8M |
|
811
Sprouts Farmers Market
SFM
$8.01B
| $293M | 0.02% |
3,461,149
-445,037
| -11% | -$36M |
|
812
Stanley Black & Decker
SWK
$14.9B
| $293M | 0.02% |
3,108,492
+346,600
| +13% | +$27.2M |
|
813
Cipher Digital
CIFR
$6.77B
| $292M | 0.02% |
11,929,222
+8,346,412
| +233% | +$176M |
|
814
Core & Main
CNM
$8.25B
| $291M | 0.02% |
6,040,241
+604,561
| +11% | +$29.9M |
|
815
Illumina
ILMN
$34B
| $291M | 0.02% |
1,654,664
-188,948
| -10% | -$27.7M |
|
816
Unum
UNM
$14.2B
| $291M | 0.02% |
3,249,453
-85,022
| -3% | -$7.05M |
|
817
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.37B
| $288M | 0.02% |
6,402,544
+2,127,137
| +50% | +$96.4M |
|
818
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.31B
| $288M | 0.02% |
1,086,334
+1,004
| +0.1% | +$265K |
|
819
Revvity
RVTY
$13.9B
| $286M | 0.02% |
2,574,826
-108,200
| -4% | -$10.4M |
|
820
Invesco Senior Loan ETF
BKLN
$6.78B
| $286M | 0.02% |
14,054,834
+930,285
| +7% | +$19.1M |
|
821
Praxis Precision Medicines
PRAX
$10.3B
| $286M | 0.02% |
854,112
+20,621
| +2% | +$6.53M |
|
822
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.18B
| $286M | 0.02% |
10,562,312
+31,238
| +0.3% | +$899K |
|
823
John Hancock Multifactor Mid Cap ETF
JHMM
$6.11B
| $285M | 0.02% |
3,805,245
+439,104
| +13% | +$31.7M |
|
824
Domino's
DPZ
$11.6B
| $284M | 0.02% |
960,302
+188,826
| +24% | +$62.1M |
|
|
WBS
825
DELISTED
Webster Financial
WBS
| $283M | 0.02% |
3,707,186
+1,468,542
| +66% | +$107M |
|
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 423 new, 3,809 increased, 3,216 reduced and 305 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 Technology at 25% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.
- 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 423 new positions and closed 305 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.