Morgan Stanley
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Morgan Stanley’s P3 Health Partners PIII Stock Holding History

Morgan Stanley’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$71.7K Buy
10,605
+7,785
+276% +$74.9K ﹤0.01% 6442
2026
Q2 		$30.5K Buy
+2,820
New +$21K ﹤0.01% 6678
2025
Q3 		– Sell
-360
Closed -$2.27K – 8314
2025
Q2 		$2.27K Buy
+360
New +$2.82K ﹤0.01% 7202
2024
Q4 		– Sell
-38,105
Closed -$736K – 8063
2024
Q3 		$736K Buy
38,105
+37,914
+19,850% +$993K ﹤0.01% 5220
2024
Q2 		$4.3K Sell
191
-852
-82% -$25.4K ﹤0.01% 6884
2024
Q1 		$53.7K Sell
1,043
-1,762
-63% -$97.9K ﹤0.01% 6189
2023
Q4 		$198K Buy
2,805
+2,186
+353% +$151K ﹤0.01% 5708
2023
Q3 		$45.5K Buy
619
+37
+6% +$3.84K ﹤0.01% 6203
2023
Q2 		$87K Buy
582
+349
+150% +$48.2K ﹤0.01% 6009
2023
Q1 		$12.3K Sell
233
-99
-30% -$5.95K ﹤0.01% 6812
2022
Q4 		$30.6K Sell
332
-167
-33% -$36.2K ﹤0.01% 6506
2022
Q3 		$116K Buy
499
+187
+60% +$46.8K ﹤0.01% 6005
2022
Q2 		$58K Buy
312
+240
+333% +$66.9K ﹤0.01% 6548
2022
Q1 		$27K Buy
+72
New +$21.6K ﹤0.01% 7011
2021
Q4 		– Sell
-3
Closed -$2K – 8074
2021
Q3 		$2K Buy
3
+1
+50% +$493 ﹤0.01% 7674
2021
Q2 		$1K Buy
+2
New +$981 ﹤0.01% 7621

Other funds holding PIII

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Trinity Financial Advisors
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley's PIII Position: Q3 2026 in Review

Morgan Stanley increased its P3 Health Partners (PIII) stake by 276% in Q3 2026, buying an estimated $74.9K and bringing the position to 10,605 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6442.

Morgan Stanley first reported a position in PIII in Q2 2021 and has held it in 16 quarters since. The position peaked at $736K in Q3 2024. 17 funds tracked by Wall St. Rank hold PIII as of Q3 2026.

  • Morgan Stanley held 10,605 shares of P3 Health Partners worth $71.7K as of Q3 2026.
  • Morgan Stanley bought 7,785 P3 Health Partners shares in Q3 2026, an estimated $74.9K.
  • P3 Health Partners made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #6442 holding.
  • Morgan Stanley first reported a position in P3 Health Partners in Q2 2021 and has held it in 16 quarters since.
  • Morgan Stanley's P3 Health Partners position peaked at $736K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held P3 Health Partners as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.