Análisis de declaraciones
Morgan Stanley
13F-HR · período Q2 2026 · presentado Aug 13, 2026
$1.89TValor 13F declarado
45,905Posiciones
24Otros gestores incluidos
+423Nuevo
3732Incrementada
3154Reducida
−268Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| SPCX Space Exploration… | $2.31B | 0.1% |
| HONA Honeywell Aerospace Inc | $2.05B | 0.1% |
| CBRS Cerebras Systems Inc. | $712.55M | 0.0% |
| TRI Thomson Reuters Corporation | $362.27M | 0.0% |
| MAIR Madison Air Solutions… | $225.93M | 0.0% |
| FDXF FedEx Freight Holding… | $219.68M | 0.0% |
| DRAM Roundhill Memory ETF | $203.54M | 0.0% |
| CORO iShares International Country… | $199.36M | 0.0% |
| GGOV iShares Global Government… | $122.18M | 0.0% |
| OGC OceanaGold Corporation | $77.57M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +9.7% | $21.32B |
| NVDA NVIDIA Corporation | ▲ Add | +3.9% | $71.32B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +2.1% | $14.11B |
| GOOGL Alphabet Inc. | ▼ Trim | -0.4% | $43.07B |
| AAPL Apple Inc. | ▼ Trim | -0.8% | $70.20B |
| AMZN Amazon.com, Inc. | ▲ Add | +3.1% | $42.75B |
| AVGO Broadcom Inc. | ▲ Add | +4.1% | $29.86B |
| INTC Intel Corp. | ▲ Add | +13.9% | $8.59B |
| AMAT Applied Materials, Inc. | ▲ Add | +14.2% | $9.78B |
| LLY Eli Lilly and Company | ▲ Add | +5.1% | $19.46B |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.