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MORGAN STANLEY: SPHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on SPHQ, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 5,727,578 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,727,578 shares
    Change vs previous 13F +53,130 shares

    0.03% of the 13F portfolio, value $516,054,963.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,674,448 shares
    Change vs previous 13F +63,784 shares

    0.03% of the 13F portfolio, value $426,661,888.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 5,610,664 shares
    Change vs previous 13F -533,248 shares

    0.03% of the 13F portfolio, value $421,080,497.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 6,143,912 shares
    Change vs previous 13F -515,280 shares

    0.03% of the 13F portfolio, value $450,287,383.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,659,192 shares
    Change vs previous 13F +236,591 shares

    0.03% of the 13F portfolio, value $474,534,148.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,422,601 shares
    Change vs previous 13F +946,733 shares

    0.03% of the 13F portfolio, value $426,075,445.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 5,475,868 shares
    Change vs previous 13F +274,181 shares

    0.03% of the 13F portfolio, value $367,047,595.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 5,201,687 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $349,917,542.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).