Morgan Stanley
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Morgan Stanley’s Patria Investments PAX Stock Holding History

Morgan Stanley’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.75M Buy
433,024
+106,752
+33% +$1.27M ﹤0.01% 4267
2026
Q1 		$4.11M Sell
326,272
-61,394
-16% -$864K ﹤0.01% 4276
2025
Q4 		$6.16M Buy
387,666
+157,818
+69% +$2.36M ﹤0.01% 4020
2025
Q3 		$3.36M Sell
229,848
-8,118
-3% -$113K ﹤0.01% 4451
2025
Q2 		$3.35M Sell
237,966
-16,384
-6% -$196K ﹤0.01% 4376
2025
Q1 		$2.87M Sell
254,350
-56,768
-18% -$662K ﹤0.01% 4364
2024
Q4 		$3.62M Sell
311,118
-22,834
-7% -$270K ﹤0.01% 4270
2024
Q3 		$3.73M Sell
333,952
-184,041
-36% -$2.18M ﹤0.01% 4192
2024
Q2 		$6.25M Sell
517,993
-376,931
-42% -$4.97M ﹤0.01% 3706
2024
Q1 		$13.3M Buy
894,924
+655,983
+275% +$9.62M ﹤0.01% 3102
2023
Q4 		$3.71M Buy
238,941
+41,226
+21% +$585K ﹤0.01% 4128
2023
Q3 		$2.88M Sell
197,715
-1,102
-0.6% -$16.4K ﹤0.01% 4133
2023
Q2 		$2.84M Buy
198,817
+133,556
+205% +$1.99M ﹤0.01% 4189
2023
Q1 		$966K Buy
65,261
+38,794
+147% +$591K ﹤0.01% 4886
2022
Q4 		$369K Sell
26,467
-59,080
-69% -$798K ﹤0.01% 5389
2022
Q3 		$1.12M Buy
85,547
+10,336
+14% +$145K ﹤0.01% 4820
2022
Q2 		$994K Buy
75,211
+32,930
+78% +$519K ﹤0.01% 5020
2022
Q1 		$753K Sell
42,281
-46,761
-53% -$779K ﹤0.01% 5162
2021
Q4 		$1.44M Buy
89,042
+77,333
+660% +$1.33M ﹤0.01% 4826
2021
Q3 		$191K Buy
11,709
+11,363
+3,284% +$185K ﹤0.01% 6027
2021
Q2 		$6K Buy
+346
New +$5.52K ﹤0.01% 7348

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $451M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $269M AUM 6.35% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Morgan Stanley's PAX Position: Q2 2026 in Review

Morgan Stanley increased its Patria Investments (PAX) stake by 33% in Q2 2026, buying an estimated $1.27M and bringing the position to 433,024 shares worth $4.75M. The position accounts for ﹤0.01% of the portfolio, ranked #4267.

Morgan Stanley first reported a position in PAX in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.3M in Q1 2024. 149 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Morgan Stanley held 433,024 shares of Patria Investments worth $4.75M as of Q2 2026.
  • Morgan Stanley bought 106,752 Patria Investments shares in Q2 2026, an estimated $1.27M.
  • Patria Investments made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4267 holding.
  • Morgan Stanley first reported a position in Patria Investments in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Patria Investments position peaked at $13.3M in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

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