Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.51M
+ 22.22%
$77.7 - $78.94 $273M - $277M
19.3M $1.53B
ORCL
Oracle Corp

Technology
6.4M
+ 28.36%
$139.81 - $186.47 $895M - $1.19B
29M $4.05B
ROP
Roper Technologies Inc

Industrials
73.6K
+ 2.13%
$502.71 - $593.81 $37M - $43.7M
3.52M $2.08B
SYK
Stryker Corp

Healthcare
559K
+ 10.05%
$355.18 - $399.9 $199M - $224M
6.12M $2.28B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
272K
+ 4.15%
$208.48 - $244.03 $56.8M - $66.5M
6.84M $1.67B
XLV
Select Sector Spdr Fund Health

ETFs
1.24M
+ 11.42%
$137.61 - $149.68 $171M - $186M
12.1M $1.77B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
696K
+ 17.49%
$408.78 - $448.82 $285M - $312M
4.68M $1.96B
RPRX
Royalty Pharma PLC

Healthcare
1.5M
+ 3.79%
$25.75 - $33.86 $38.5M - $50.7M
41M $1.28B
SLB
Schlumberger Limited

Energy
4.18M
+ 16.28%
$38.4 - $43.74 $160M - $183M
29.8M $1.25B
MCK
Mckesson Corp

Healthcare
1.74K
+ 0.07%
$566.21 - $672.99 $983K - $1.17M
2.41M $1.62B
FXI
Ishares Tr

ETFs
2.42M
+ 8.61%
$28.65 - $38.55 $69.2M - $93.1M
30.5M $1.09B
ELV
Elevance Health, Inc.

Healthcare
105K
+ 3.66%
$365.9 - $436.25 $38.4M - $45.8M
2.97M $1.29B
MDT
Medtronic PLC

Healthcare
490K
+ 2.58%
$79.84 - $94.5 $39.1M - $46.3M
19.4M $1.75B
MMM
3 M CO

Industrials
395K
+ 4.01%
$129.7 - $155.12 $51.2M - $61.3M
10.2M $1.5B
WMT
Walmart Inc.

Consumer Defensive
4.93M
+ 6.29%
$84.5 - $105.05 $416M - $518M
83.2M $7.31B
BMY
Bristol Myers Squibb CO

Healthcare
1.6M
+ 5.27%
$53.9 - $63.11 $86.2M - $101M
31.9M $1.95B
MDLZ
Mondelez International, Inc.

Consumer Defensive
797K
+ 3.65%
$56.12 - $68.15 $44.7M - $54.3M
22.6M $1.54B
OTIS
Otis Worldwide Corp

Industrials
967K
+ 8.11%
$90.77 - $104.01 $87.8M - $101M
12.9M $1.33B
WM
Waste Management Inc

Industrials
9.55K
+ 0.13%
$200.54 - $233.78 $1.92M - $2.23M
7.37M $1.71B
JCI
Johnson Controls International PLC

Industrials
2.51M
+ 22.91%
$76.12 - $90.6 $191M - $227M
13.4M $1.08B
UNP
Union Pacific Corp

Industrials
562K
+ 5.78%
$225.21 - $254.42 $126M - $143M
10.3M $2.43B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.25M
+ 11.58%
$91.45 - $91.75 $205M - $206M
21.6M $1.99B
SBUX
Starbucks Corp

Consumer Cyclical
260K
+ 0.97%
$91.75 - $115.81 $23.8M - $30.1M
27M $2.65B
ADP
Automatic Data Processing Inc

Industrials
227K
+ 2.08%
$286.85 - $318.64 $65.1M - $72.3M
11.1M $3.4B
BK
Bank Of New York Mellon Corp

Financial Services
1.5M
+ 13.37%
$75.42 - $88.95 $113M - $134M
12.7M $1.07B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
11.4M
+ 48.05%
$14.13 - $16.72 $161M - $190M
35.1M $542M
DUK
Duke Energy Corp

Utilities
323K
+ 2.88%
$105.87 - $121.97 $34.2M - $39.4M
11.5M $1.4B
IEMG
Ishares Inc

ETFs
3.69M
+ 4.13%
N/A
93M $4.99B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.46M
+ 97.37%
$120.5 - $145.97 $175M - $213M
2.95M $389M
BA
Boeing CO

Industrials
1.44M
+ 15.48%
$148.15 - $186.25 $214M - $269M
10.8M $1.84B
ASND
Ascendis Pharma A/S

Healthcare
1.08M
+ 130.52%
$119.49 - $168.84 $129M - $182M
1.9M $297M
CSCO
Cisco Systems, Inc.

Technology
30.5K
+ 0.04%
$58.74 - $64.87 $1.79M - $1.98M
72.2M $4.45B
CB
Chubb LTD

Financial Services
52.3K
+ 0.82%
$257.71 - $301.99 $13.5M - $15.8M
6.42M $1.94B
AUR
Aurora Innovation, Inc.

Technology
17.6M
+ 12.81%
$6.1 - $10.19 $107M - $179M
155M $1.04B
SO
Southern CO

Utilities
714K
+ 6.21%
$80.96 - $92.96 $57.8M - $66.4M
12.2M $1.12B
CACI
Caci International Inc

Technology
402K
+ 26.84%
N/A
1.9M $813M
ZTS
Zoetis Inc.

Healthcare
901K
+ 7.61%
$156.48 - $175.67 $141M - $158M
12.7M $2.1B
O
Realty Income Corp

Real Estate
1.93M
+ 15.61%
$51.67 - $58.49 $99.5M - $113M
14.3M $827M
RY
Royal Bank Of Canada

Financial Services
1.73M
+ 50.78%
$108.81 - $123.4 $188M - $213M
5.13M $578M
NEM
Newmont Corp

Basic Materials
770K
+ 6.68%
$37.79 - $48.39 $29.1M - $37.2M
12.3M $593M
CELH
Celsius Holdings, Inc.

Consumer Defensive
3.72M
+ 111.45%
$21.28 - $35.62 $79.3M - $133M
7.07M $252M
EXC
Exelon Corp

Utilities
446K
+ 2.66%
$37.3 - $46.08 $16.6M - $20.5M
17.2M $794M
CNQ
Canadian Natural Resources LTD

Energy
5.2M
+ 55.56%
$26.72 - $32.74 $139M - $170M
14.6M $449M
BHP
Bhp Group LTD

Basic Materials
3.31M
+ 75.18%
$48.18 - $52.11 $160M - $173M
7.71M $374M
SAP
Sap Se

Technology
346K
+ 12.19%
$241.4 - $293.69 $83.5M - $102M
3.18M $854M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
787K
+ 4.71%
$87.68 - $94.52 $69M - $74.4M
17.5M $1.64B
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
2.37M
+ 279.58%
$66.62 - $81.69 $158M - $194M
3.22M $222M
CSL
Carlisle Companies Inc

Industrials
648K
+ 27.63%
$326.43 - $408.24 $212M - $265M
2.99M $1.02B
DG
Dollar General Corp

Consumer Defensive
1.18M
+ 29.21%
$68.44 - $87.93 $80.5M - $103M
5.2M $458M
Activity Summary
Buys All Purchases 3980 New Holdings 504 Increased Positions 3476 Sells All Sells 3366 Reductions 3366 Sold out 0 Options Calls 0 Puts 0
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