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
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 +$2.81K ﹤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
-4,568
-81% -$254K ﹤0.01% 6189
2023
Q4 		$396K Buy
5,611
+4,992
+806% +$344K ﹤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

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley's PIII Position: Q2 2026 in Review

Morgan Stanley opened a new position in P3 Health Partners (PIII) in Q2 2026: 2,820 shares worth $30.5K. The stake represents ﹤0.01% of the portfolio and ranks #6678 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in PIII as recently as Q2 2025.

Morgan Stanley first reported a position in PIII in Q2 2021 and has held it in 15 quarters since. The position peaked at $736K in Q3 2024. 18 funds tracked by Wall St. Rank hold PIII as of Q2 2026.

  • Morgan Stanley held 2,820 shares of P3 Health Partners worth $30.5K as of Q2 2026.
  • P3 Health Partners was a new Morgan Stanley position in Q2 2026.
  • P3 Health Partners made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6678 holding.
  • Morgan Stanley first reported a position in P3 Health Partners in Q2 2021 and has held it in 15 quarters since.
  • Morgan Stanley's P3 Health Partners position peaked at $736K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2026.

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