Morgan Stanley
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Morgan Stanley’s Erasca ERAS Stock Holding History

Morgan Stanley’s Portfolio ERAS Stock Details ERAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16M Buy
989,210
+178,825
+22% +$2.11M ﹤0.01% 3164
2025
Q4 		$3.01M Buy
810,385
+541,715
+202% +$1.52M ﹤0.01% 4538
2025
Q3 		$586K Sell
268,670
-340,673
-56% -$542K ﹤0.01% 5438
2025
Q2 		$774K Buy
609,343
+31,105
+5% +$41.6K ﹤0.01% 5235
2025
Q1 		$792K Sell
578,238
-176,500
-23% -$303K ﹤0.01% 5116
2024
Q4 		$1.89M Sell
754,738
-118,403
-14% -$325K ﹤0.01% 4734
2024
Q3 		$2.38M Sell
873,141
-849,384
-49% -$2.39M ﹤0.01% 4520
2024
Q2 		$4.07M Buy
1,722,525
+1,064,300
+162% +$2.3M ﹤0.01% 4051
2024
Q1 		$1.36M Sell
658,225
-725,403
-52% -$1.45M ﹤0.01% 4806
2023
Q4 		$2.95M Buy
1,383,628
+634,973
+85% +$1.34M ﹤0.01% 4728
2023
Q3 		$1.47M Sell
748,655
-275,980
-27% -$707K ﹤0.01% 4577
2023
Q2 		$2.83M Buy
1,024,635
+560,260
+121% +$1.6M ﹤0.01% 4192
2023
Q1 		$1.4M Buy
464,375
+111,870
+32% +$407K ﹤0.01% 4670
2022
Q4 		$1.52M Buy
352,505
+146,970
+72% +$997K ﹤0.01% 4633
2022
Q3 		$1.6M Buy
205,535
+11,715
+6% +$94.4K ﹤0.01% 4584
2022
Q2 		$1.08M Buy
193,820
+164,965
+572% +$1.08M ﹤0.01% 4966
2022
Q1 		$249K Buy
28,855
+214
+0.7% +$2.48K ﹤0.01% 5791
2021
Q4 		$446K Buy
28,641
+25,337
+767% +$434K ﹤0.01% 5614
2021
Q3 		$70K Buy
+3,304
New +$68.2K ﹤0.01% 6561

Other funds holding ERAS

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

Morgan Stanley's ERAS Position: Q1 2026 in Review

Morgan Stanley increased its Erasca (ERAS) stake by 22% in Q1 2026, buying an estimated $2.11M and bringing the position to 989,210 shares worth $16M. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Morgan Stanley first reported a position in ERAS in Q3 2021 and has held it in 19 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • Morgan Stanley held 989,210 shares of Erasca worth $16M as of Q1 2026.
  • Morgan Stanley bought 178,825 Erasca shares in Q1 2026, an estimated $2.11M.
  • Erasca made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3164 holding.
  • Morgan Stanley first reported a position in Erasca in Q3 2021 and has held it in 19 quarters since.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.