Morgan Stanley Incresed Positions in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
655K
+ 5.37%
$84.91 - $92.56 $55.6M - $60.6M
12.9M $1.18B
AVEM
American Centy ETF Tr Avantis

ETFs
341K
+ 8.16%
$53.08 - $68.54 $18.1M - $23.4M
4.52M $310M
STLD
Steel Dynamics Inc

Basic Materials
595K
+ 23.5%
N/A
3.12M $307M
LII
Lennox International Inc

Industrials
72.6K
+ 5.46%
$508.76 - $605.77 $37M - $44M
1.4M $804M
VVV
Valvoline Inc

Energy
1.4M
+ 86.06%
$31.48 - $38.2 $44.2M - $53.6M
3.03M $115M
TMDX
Trans Medics Group, Inc.

Healthcare
134K
+ 22.33%
$67.67 - $143.04 $9.05M - $19.1M
733K $98.2M
BWXT
Bwx Technologies, Inc.

Industrials
117K
+ 13.08%
$89.24 - $144.06 $10.4M - $16.8M
1.01M $145M
NGD
New Gold Inc.

Basic Materials
7.7M
+ 53.59%
$2.98 - $4.95 $22.9M - $38.1M
22.1M $109M
LEN
Lennar Corp

Consumer Cyclical
620K
+ 20.13%
$102.76 - $115.66 $63.8M - $71.8M
3.7M $410M
BHP
Bhp Group LTD

Basic Materials
1.23M
+ 15.96%
$40.22 - $50.88 $49.5M - $62.6M
8.95M $430M
AMCR
Amcor PLC

Consumer Cyclical
7.07M
+ 37.21%
$8.57 - $9.81 $60.6M - $69.4M
26.1M $240M
DGRO
Ishares Core Dividend Growth E

ETFs
238K
+ 1.28%
$55.22 - $63.94 $13.1M - $15.2M
18.8M $1.2B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
207K
+ 10.32%
$108.06 - $135.3 $22.4M - $28.1M
2.22M $300M
EWBC
East West Bancorp Inc

Financial Services
425K
+ 39.71%
$71.03 - $101.75 $30.2M - $43.2M
1.49M $151M
ADT
Adt Inc.

Industrials
6.24M
+ 112.53%
$7.54 - $8.6 $47M - $53.6M
11.8M $99.8M
EWY
Ishares Inc Msci South Korea E

ETFs
283K
+ 14.71%
$48.92 - $72.65 $13.9M - $20.6M
2.21M $159M
FIS
Fidelity National Information Services, Inc.

Technology
147K
+ 2.33%
$68.14 - $82.13 $10M - $12.1M
6.46M $526M
LMND
Lemonade, Inc.

Financial Services
1.01M
+ 126.22%
$25.12 - $45.79 $25.4M - $46.4M
1.81M $79.5M
EW
Edwards Lifesciences Corp

Healthcare
145K
+ 1.98%
$67.07 - $78.22 $9.75M - $11.4M
7.49M $586M
ALLE
Allegion PLC

Industrials
291K
+ 34.55%
$118.52 - $145.64 $34.5M - $42.3M
1.13M $163M
GWW
W.W. Grainger, Inc.

Industrials
23.2K
+ 4.17%
$919.93 - $1101.66 $21.4M - $25.6M
581K $604M
NTRA
Natera, Inc.

Healthcare
106K
+ 8.31%
$132.23 - $171.87 $14.1M - $18.3M
1.39M $235M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
74.3K
+ 0.75%
$114.78 - $133.31 $8.53M - $9.91M
9.97M $1.33B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14.9K
+ 1.99%
$299.15 - $396.54 $4.46M - $5.92M
766K $304M
VMC
Vulcan Materials CO

Basic Materials
41.3K
+ 2.74%
$226.49 - $276.01 $9.36M - $11.4M
1.55M $405M
KR
Kroger CO

Consumer Defensive
177K
+ 1.81%
$64.62 - $74.0 $11.4M - $13.1M
9.99M $716M
AZEK
Azek CO Inc.

Industrials
616K
+ 17.8%
$43.39 - $54.86 $26.7M - $33.8M
4.07M $221M
MOS
Mosaic CO

Basic Materials
61.3K
+ 1.16%
$22.76 - $36.95 $1.4M - $2.27M
5.34M $195M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
231K
+ 2.73%
$71.28 - $83.74 $16.4M - $19.3M
8.67M $726M
GNRC
Generac Holdings Inc.

Industrials
277K
+ 37.13%
$101.92 - $143.21 $28.2M - $39.6M
1.02M $146M
CLSK
Cleanspark, Inc.

Technology
955K
+ 9.99%
$6.74 - $11.03 $6.43M - $10.5M
10.5M $116M
DT
Dynatrace, Inc.

Technology
636K
+ 31.02%
$41.21 - $55.9 $26.2M - $35.5M
2.69M $148M
VRSK
Verisk Analytics, Inc.

Industrials
15.9K
+ 0.48%
$277.03 - $321.33 $4.41M - $5.12M
3.36M $1.05B
JLL
Jones Lang Lasalle Inc

Real Estate
150K
+ 9.01%
$204.57 - $256.96 $30.6M - $38.5M
1.81M $463M
BTI
British American Tobacco P.L.C.

Consumer Defensive
486K
+ 10.22%
$39.43 - $49.34 $19.2M - $24M
5.24M $248M
IREN
Iris Energy LTD

Financial Services
777K
+ 16.56%
$5.3 - $14.57 $4.12M - $11.3M
5.47M $79.6M
SBAC
Sba Communications Corp

Real Estate
127K
+ 8.92%
$208.57 - $243.4 $26.6M - $31M
1.56M $365M
QBTS
D Wave Quantum Inc.

Technology
2.65M
+ 152.72%
$6.22 - $19.04 $16.5M - $50.5M
4.39M $64.2M
PEG
Public Service Enterprise Group Inc

Utilities
443K
+ 6.54%
$77.13 - $84.18 $34.2M - $37.3M
7.22M $608M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
476K
+ 15.67%
$53.75 - $67.21 $25.6M - $32M
3.51M $232M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
456K
+ 11.33%
$49.48 - $61.22 $22.5M - $27.9M
4.48M $273M
ZBRA
Zebra Technologies Corp

Technology
119K
+ 23.73%
$213.54 - $309.26 $25.5M - $36.9M
623K $192M
AOS
Smith A O Corp

Industrials
752K
+ 34.87%
$59.63 - $70.52 $44.8M - $53M
2.91M $191M
JETS
ETF Ser Solutions U S Global J

ETFs
1.87M
+ 62.31%
$17.37 - $23.44 $32.6M - $43.9M
4.88M $112M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
92.7K
+ 6.52%
$101.69 - $139.02 $9.43M - $12.9M
1.51M $210M
ADM
Archer Daniels Midland CO

Consumer Defensive
333K
+ 4.96%
$41.79 - $54.16 $13.9M - $18M
7.05M $372M
RL
Ralph Lauren Corp

Consumer Cyclical
81.6K
+ 16.06%
$182.34 - $286.22 $14.9M - $23.4M
590K $162M
LAD
Lithia Motors Inc

Consumer Cyclical
97.3K
+ 25.83%
$271.94 - $339.35 $26.5M - $33M
474K $160M
DGX
Quest Diagnostics Inc

Healthcare
360K
+ 20.17%
N/A
2.15M $294M
Activity Summary
Buys All Purchases 4385 New Holdings 431 Increased Positions 3954 Sells All Sells 2976 Reductions 2976 Sold out 0 Options Calls 0 Puts 0
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