Trade Filings

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Morgan Stanley ⇄ Fidelity (FMR)

60Positions communes

63.4%Chevauchement des noms (Jaccard)

15+Uniquement Morgan Stanley

15+Uniquement Fidelity (FMR)

Participations communes · Q2 2026

Titre	Morgan Stanley pondération	Fidelity (FMR) pondération
NVDA NVIDIA Corporation	3.8%	8.9%
AAPL Apple Inc.	3.7%	4.1%
GOOGL Alphabet Inc.	2.3%	3.9%
AMZN Amazon.com, Inc.	2.3%	3.8%
MSFT Microsoft Corporation	2.5%	3.0%
AVGO Broadcom Inc.	1.6%	2.4%
META Meta Platforms, Inc.	1.2%	2.3%
GOOG Alphabet Inc.	1.4%	1.9%
LLY Eli Lilly and Company	1.0%	1.5%
MU Micron Technology, Inc.	1.1%	1.3%
SPCX Space Exploration…	0.1%	2.2%
TSM Taiwan Semiconductor…	0.4%	1.2%
TSLA Tesla, Inc.	0.9%	0.7%
JPM JPMorgan Chase & Co.	1.2%	0.4%
V Visa Inc.	0.8%	0.6%
SPY State Street SPDR S&P 500…	1.3%	0.1%
AMD Advanced Micro Devices…	0.7%	0.6%
XONA.DE Exxon Mobil Corporation	0.5%	0.8%
GEV GE Vernova Inc.	0.4%	0.8%
IVV iShares Core S&P 500 ETF	1.0%	0.2%
GE GE Aerospace	0.3%	0.8%
LRCX Lam Research Corporation	0.4%	0.6%
SNDK Sandisk Corporation	0.3%	0.8%
INTC Intel Corp.	0.5%	0.6%
WDC Western Digital…	0.3%	0.7%
IWF iShares Russell 1000…	0.8%	0.2%
MA Mastercard Incorporated	0.4%	0.5%
BRK-B Berkshire Hathaway Inc.	0.7%	0.2%
VOO Vanguard S&P 500 ETF	0.9%	0.0%
CSCO Cisco Systems, Inc.	0.5%	0.4%
MRVL Marvell Technology, Inc.	0.1%	0.7%
QQQ Invesco QQQ Trust, Series…	0.8%	0.0%
JNJ Johnson & Johnson	0.6%	0.2%
KLAC KLA Corporation	0.3%	0.6%
UNH UnitedHealth Group…	0.3%	0.5%
PANW Palo Alto Networks, Inc.	0.5%	0.3%
BAC Bank of America…	0.3%	0.5%
AMAT Applied Materials, Inc.	0.5%	0.3%
NFLX Netflix, Inc.	0.4%	0.4%
WFC Wells Fargo & Company	0.2%	0.5%
KO The Coca-Cola Company	0.4%	0.4%
COST Costco Wholesale…	0.5%	0.3%
ABBV AbbVie Inc.	0.5%	0.2%
APH Amphenol Corporation	0.2%	0.5%
BA The Boeing Company	0.1%	0.6%
HD The Home Depot, Inc.	0.4%	0.3%
CAT Caterpillar Inc.	0.4%	0.3%
WMT Walmart Inc.	0.5%	0.2%
IEFA iShares Core MSCI EAFE ETF	0.5%	0.1%
ASML ASML Holding N.V.	0.2%	0.5%
IEMG iShares Core MSCI…	0.6%	0.1%
IWD iShares Russell 1000…	0.5%	0.1%
PM Philip Morris…	0.2%	0.4%
TMO Thermo Fisher Scientific…	0.3%	0.3%
MRK Merck & Co., Inc.	0.3%	0.3%
STX Seagate Technology…	0.2%	0.3%
ALAB Astera Labs, Inc. Common…	0.0%	0.5%
PG The Procter & Gamble…	0.4%	0.2%
GS The Goldman Sachs Group…	0.4%	0.2%
APP AppLovin Corporation	0.2%	0.4%

De manière distinctive Morgan Stanley

MSLC Morgan Stanley…	0.1%
FTSM First Trust Enhanced…	0.0%
EMLP First Trust North…	0.0%
LMBS First Trust Low…	0.0%
MSSM	0.0%
CGCP Capital Group Core…	0.0%
ULTA Ulta Beauty, Inc.	0.0%
EVSD Eaton Vance Short…	0.0%
FPEI First Trust…	0.0%
EVLN	0.0%
USO United States Oil…	0.0%
ARCC Ares Capital…	0.0%
VNLA Janus Henderson Short…	0.0%
PDBC Invesco Optimum Yield…	0.0%
GSY Invesco Ultra Short…	0.0%

De manière distinctive Fidelity (FMR)

FLDB	0.0%
FFUT	0.0%
FDCF	0.0%
FCLO	0.0%
FDFF	0.0%
FMED	0.0%
YQQQ	0.0%
AFBI	0.0%
USOY	0.0%
BRCE	0.0%
SMCY	0.0%
IWMY	0.0%
LFSC	0.0%
FSEG	0.0%
EMCB	0.0%

Provenance: Chevauchement calculé en temps réel à partir des positions en actions ordinaires analysées des deux gestionnaires pour Q2 2026. Positions longues déclarées uniquement ; les couvertures et les actifs hors 13F sont invisibles. Méthodologie

Comparer les gérants

Morgan Stanley ⇄ Fidelity (FMR)

Participations communes · Q2 2026

De manière distinctive Morgan Stanley

De manière distinctive Fidelity (FMR)