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
Q2 		$11.3M Sell
615,976
-373,234
-38% -$5.34M ﹤0.01% 3589
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
-33,589
-5% -$67.1K ﹤0.01% 4806
2023
Q4 		$1.47M Sell
691,814
-56,841
-8% -$120K ﹤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 $4.59B AUM 237.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Morgan Stanley's ERAS Position: Q2 2026 in Review

Morgan Stanley reduced its Erasca (ERAS) stake by 38% in Q2 2026, selling an estimated $5.34M and leaving 615,976 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

Morgan Stanley first reported a position in ERAS in Q3 2021 and has held it in 20 quarters since. The position peaked at $16M in Q1 2026. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Morgan Stanley held 615,976 shares of Erasca worth $11.3M as of Q2 2026.
  • Morgan Stanley sold 373,234 Erasca shares in Q2 2026, an estimated $5.34M.
  • Erasca made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3589 holding.
  • Morgan Stanley first reported a position in Erasca in Q3 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Erasca position peaked at $16M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.