|
Q2 2026
|
|
|
Reported by Morgan Stanley
|
13F-NT |
8/13/2026 |
000093285926000003 |
|
Q1 2026
|
|
|
Reported by Morgan Stanley
|
13F-NT |
5/15/2026 |
000093285926000002 |
|
Q4 2025
|
|
|
Reported by Morgan Stanley
|
13F-NT |
2/13/2026 |
000093285926000001 |
|
Q3 2025
|
|
|
Reported by Morgan Stanley
|
13F-NT |
11/14/2025 |
000093285925000004 |
|
Q2 2025
|
|
|
Reported by Morgan Stanley
|
13F-NT |
8/14/2025 |
000089542125000518 |
|
Q1 2025
|
|
|
Reported by Morgan Stanley
|
13F-NT |
5/15/2025 |
000089542125000399 |
|
Q4 2024
|
|
|
Reported by Morgan Stanley
|
13F-NT |
2/14/2025 |
000089542125000293 |
|
Q3 2024
|
|
|
Reported by Morgan Stanley
|
13F-NT |
11/14/2024 |
000089542124000667 |
|
Q2 2024
|
|
|
Reported by Morgan Stanley
|
13F-NT |
8/14/2024 |
000089542124000425 |
|
Q1 2024
|
|
|
Reported by Morgan Stanley
|
13F-NT |
5/15/2024 |
000089542124000373 |
|
Q4 2023
|
|
|
Reported by Morgan Stanley
|
13F-NT |
2/13/2024 |
000089542124000279 |
|
Q1 2022
|
3,673 |
190,193,229 |
MSFT, AAPL, AMZN, VOO
|
13F-HR
|
5/16/2022 |
000095012322006197 |
|
Q4 2021
|
3,626 |
195,478,312 |
MSFT, AAPL, AMZN, VOO
|
13F-HR
|
2/14/2022 |
000095012322003095 |
|
Q3 2021
|
3,598 |
175,978,456 |
MSFT, AAPL, AMZN, VOO
|
13F-HR
|
11/15/2021 |
000095012321015434 |
|
Q2 2021
|
3,592 |
178,439,109 |
MSFT, AAPL, AMZN, VOO
|
RESTATEMENT
|
9/3/2021 |
000095012321012109 |
|
Q1 2021
|
4,046 |
174,337,641 |
MSFT, AAPL, AMZN, VOO
|
13F-HR
|
5/17/2021 |
000095012321006955 |
|
Q4 2020
|
3,988 |
160,215,124 |
AAPL, MSFT, AMZN, VOO
|
13F-HR
|
2/12/2021 |
000095012321001695 |
|
Q3 2020
|
3,923 |
139,274,717 |
MSFT, AAPL, VOO, AMZN
|
13F-HR
|
11/12/2020 |
000095012320011479 |
|
Q2 2020
|
3,909 |
130,308,056 |
MSFT, AAPL, VOO, AMZN
|
13F-HR
|
8/13/2020 |
000095012320008622 |
|
Q1 2020
|
3,919 |
109,303,074 |
MSFT, AAPL, VOO, AMZN
|
13F-HR
|
5/13/2020 |
000095012320004679 |
|
Q4 2019
|
3,957 |
136,900,233 |
MSFT, AAPL, VOO, IVV
|
13F-HR
|
2/14/2020 |
000095012320001972 |
|
Q3 2019
|
3,942 |
123,968,610 |
MSFT, AAPL, VOO, IVV
|
13F-HR
|
11/15/2019 |
000095012319011529 |
|
Q2 2019
|
3,957 |
121,113,326 |
MSFT, AAPL, VOO, IVV
|
13F-HR
|
8/13/2019 |
000095012319007747 |
|
Q1 2019
|
3,937 |
115,749,712 |
MSFT, AAPL, IVV, VOO
|
13F-HR
|
5/9/2019 |
000095012319004139 |
|
Q4 2018
|
3,912 |
100,769,954 |
IVV, MSFT, VOO, AAPL
|
13F-HR
|
2/14/2019 |
000095012319002094 |
|
Q3 2018
|
3,951 |
114,367,736 |
AAPL, MSFT, IVV, VOO
|
13F-HR
|
11/13/2018 |
000095012318011184 |
|
Q2 2018
|
3,888 |
105,555,061 |
AAPL, VOO, MSFT, IVV
|
13F-HR
|
8/13/2018 |
000095012318008229 |
|
Q1 2018
|
3,944 |
101,371,436 |
VOO, IVV, AAPL, MSFT
|
13F-HR
|
5/14/2018 |
000095012318005235 |
|
Q4 2017
|
3,915 |
100,263,068 |
VOO, AAPL, IVV, MSFT
|
13F-HR
|
2/14/2018 |
000095012318002273 |
|
Q3 2017
|
4,047 |
92,094,992 |
VOO, AAPL, IVV, MSFT
|
RESTATEMENT
|
12/14/2017 |
000095012317011356 |
|
Q2 2017
|
4,006 |
83,543,118 |
VOO, AAPL, MSFT, IVV
|
RESTATEMENT
|
12/14/2017 |
000095012317011354 |
|
Q1 2017
|
3,782 |
65,461,762 |
VOO, AAPL, IVV, MSFT
|
13F-HR
|
5/8/2017 |
000095012317003974 |
|
Q4 2016
|
3,780 |
71,832,190 |
VOO, AAPL, MSFT, XOM
|
13F-HR
|
2/14/2017 |
000095012317001855 |
|
Q3 2016
|
3,772 |
66,652,306 |
VOO, AAPL, MSFT, XOM
|
13F-HR
|
11/14/2016 |
000095012316022214 |
|
Q2 2016
|
3,815 |
63,353,488 |
VOO, AAPL, MSFT, XOM
|
13F-HR
|
8/12/2016 |
000095012316019815 |
|
Q1 2016
|
3,977 |
61,871,394 |
VOO, AAPL, MSFT, XOM
|
13F-HR
|
5/13/2016 |
000095012316017129 |
|
Q4 2015
|
3,953 |
58,606,828 |
VOO, AAPL, MSFT, IVV
|
13F-HR
|
2/12/2016 |
000095012316014446 |
|
Q3 2015
|
3,267 |
51,291,337 |
VOO, AAPL, MSFT, IVV
|
13F-HR
|
11/16/2015 |
000095012315012089 |
|
Q2 2015
|
3,975 |
51,184,587 |
AAPL, VOO, IVV, MSFT
|
13F-HR
|
8/14/2015 |
000095012315009236 |
|
Q1 2015
|
3,951 |
49,688,990 |
AAPL, VOO, XOM, MSFT
|
13F-HR
|
5/18/2015 |
000095012315006580 |
|
Q4 2014
|
4,002 |
47,431,296 |
AAPL, VOO, MSFT, XOM
|
13F-HR
|
2/11/2015 |
000095012315001464 |
|
Q3 2014
|
3,831 |
45,220,251 |
AAPL, VOO, XOM, MSFT
|
13F-HR
|
11/12/2014 |
000095012314011466 |
|
Q2 2014
|
3,730 |
44,399,067 |
AAPL, VOO, XOM, MSFT
|
13F-HR
|
8/12/2014 |
000095012314008428 |
|
Q1 2014
|
3,845 |
42,162,533 |
AAPL, XOM, MSFT, GOOGL
|
13F-HR
|
5/13/2014 |
000095012314005583 |
|
Q4 2013
|
3,839 |
41,268,785 |
AAPL, XOM, MSFT, GOOGL
|
13F-HR
|
2/13/2014 |
000095012314002138 |