Morgan Stanley’s Phoenix Motor Inc. Common Stock PEV Stock Holding History

Morgan Stanley’s Portfolio PEV Stock Details PEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,145	Closed	-$747	–	8363
2025 Q1	$747	Buy	2,145 +125	+6%	+$45	﹤0.01%	7319
2024 Q4	$606	Buy	+2,020	New	+$896	﹤0.01%	7327
2023 Q1	–	Sell	-1	Closed	-$1	–	7852
2022 Q4	$1	Sell	1 -739	-100%	-$1.3K	﹤0.01%	7880
2022 Q3	$1K	Buy	+740	New	+$2.07K	﹤0.01%	7620

Other funds holding PEV

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's PEV Position: Q2 2025 in Review

Morgan Stanley sold out of Phoenix Motor Inc. Common Stock (PEV) in Q2 2025, closing a stake of 2,145 shares — an estimated $747 sold.

Morgan Stanley first reported a position in PEV in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 3 funds tracked by Wall St. Rank hold PEV as of Q2 2025.

Morgan Stanley reported no remaining Phoenix Motor Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 2,145 Phoenix Motor Inc. Common Stock shares in Q2 2025, an estimated $747.
Morgan Stanley first reported a position in Phoenix Motor Inc. Common Stock in Q3 2022 and held it in 4 quarters.
Morgan Stanley's Phoenix Motor Inc. Common Stock position peaked at $1K in Q3 2022.
3 funds tracked by Wall St. Rank held Phoenix Motor Inc. Common Stock as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.