Morgan Stanley
ME

Morgan Stanley’s 23andMe Holding Co ME Stock Holding History

Morgan Stanley’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-139,716
Closed -$454K – 8335
2024
Q4 		$454K Buy
139,716
+134,345
+2,501% +$583K ﹤0.01% 5461
2024
Q3 		$37.3K Sell
5,371
-14,309
-73% -$107K ﹤0.01% 6299
2024
Q2 		$154K Sell
19,680
-14,255
-42% -$136K ﹤0.01% 5785
2024
Q1 		$361K Sell
33,935
-57,554
-63% -$741K ﹤0.01% 5463
2023
Q4 		$1.67M Buy
91,489
+44,788
+96% +$775K ﹤0.01% 5019
2023
Q3 		$913K Sell
46,701
-74,523
-61% -$2.09M ﹤0.01% 4852
2023
Q2 		$4.24M Sell
121,224
-22,246
-16% -$886K ﹤0.01% 3898
2023
Q1 		$6.54M Sell
143,470
-13,579
-9% -$655K ﹤0.01% 3546
2022
Q4 		$6.78M Buy
157,049
+39,836
+34% +$2.32M ﹤0.01% 3466
2022
Q3 		$6.7M Sell
117,213
-7,420
-6% -$486K ﹤0.01% 3400
2022
Q2 		$6.18M Buy
124,633
+63,819
+105% +$3.7M ﹤0.01% 3568
2022
Q1 		$4.66M Sell
60,814
-373
-0.6% -$34.1K ﹤0.01% 3769
2021
Q4 		$8.15M Buy
61,187
+3,514
+6% +$649K ﹤0.01% 3159
2021
Q3 		$10.4M Sell
57,673
-3,578
-6% -$636K ﹤0.01% 2843
2021
Q2 		$14.3M Buy
61,251
+46,106
+304% +$9.6M ﹤0.01% 2560
2021
Q1 		$3.08M Buy
15,145
+12,111
+399% +$2.96M ﹤0.01% 3902
2020
Q4 		$694K Buy
+3,034
New +$679K ﹤0.01% 4874

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's ME Position: Q1 2025 in Review

Morgan Stanley sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 139,716 shares — an estimated $454K sold.

Morgan Stanley first reported a position in ME in Q4 2020 and held it in 17 quarters. The position peaked at $14.3M in Q2 2021. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Morgan Stanley reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Morgan Stanley sold 139,716 23andMe Holding Co shares in Q1 2025, an estimated $454K.
  • Morgan Stanley first reported a position in 23andMe Holding Co in Q4 2020 and held it in 17 quarters.
  • Morgan Stanley's 23andMe Holding Co position peaked at $14.3M in Q2 2021.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.