Fishy Whales
13F Institutional Portfolio · CIK 895421

Morgan Stanley

Reported 2026-03-31 · filed 2026-05-15
← All funds
$1.66T
Portfolio value
45,985
Positions
527
New positions
436
Sold out

13F book value over time

4 quarters
Quarter
-1%
1 Yr
+8%

Top holdings

by value
CompanySectorValueWeightΔ Q/Q
AAPL Information Technology $62.05B 3.7% +6%
NVDA Information Technology $59.81B 3.6% +6%
MSFT Information Technology $46.23B 2.8% +3%
AMZN Consumer Discretionary $36.22B 2.2% +8%
GOOG Communication Services $34.78B 2.1%
STT Financials $26.34B 1.6% +38%
AVGO Information Technology $23.5B 1.4% +4%
META Communication Services $21.79B 1.3% +1%
GOOG Communication Services $20.56B 1.2%
JPM-PM Financials $20.16B 1.2% +3%
IAUM Financials $15.27B 0.9% -3%
TSLA Consumer Discretionary $14.56B 0.9% +9%
VGES Consumer Discretionary $14.56B 0.9%
LLY Health Care $14.2B 0.9%
V Financials $13.9B 0.8% -2%
BRK-B Financials $12.87B 0.8% +2%
IAUM Financials $12.69B 0.8% +8%
QQQ Unclassified $12.43B 0.7% +34%
XOM Energy $12.17B 0.7% -4%
JNJ Health Care $10.93B 0.7% -3%
WMT Consumer Staples $10.68B 0.6% +2%
COST Consumer Staples $9.86B 0.6% +4%
NFLX Communication Services $9.52B 0.6% +16%
IAUM Financials $9.52B 0.6%
VGES Consumer Discretionary $9.21B 0.6%

Sector allocation

SIC-derived
Information Technology 28%Financials 22%Consumer Discretionary 13%Communication Services 10%Health Care 8%Industrials 5%Consumer Staples 4%Energy 4%Unclassified 3%Materials 2%Utilities 1%

Top buys

added this quarter
CompanyActionΔ value
STT added +6.34B
IAUM added +3.17B
QQQ added +2.58B
CVX added +2.09B
IAUM added +1.9B
COST added +1.65B
GEV added +1.6B

Top sells

trimmed + exited
CompanyActionΔ value
V trimmed −2.54B
DASH trimmed −1.79B
MA trimmed −1.58B
TMO trimmed −1.55B
ABT trimmed −1.51B
Automatic Data Processing In trimmed −1.36B
Blackstone Inc trimmed −1.33B