Morgan Stanley
PONY

Morgan Stanley’s Pony AI Inc PONY Stock Holding History

Morgan Stanley’s Portfolio PONY Stock Details PONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2M Sell
2,908,301
-295,643
-9% -$2.74M ﹤0.01% 3084
2026
Q1 		$30.2M Buy
3,203,944
+179,598
+6% +$2.47M ﹤0.01% 2567
2025
Q4 		$43.9M Sell
3,024,346
-285,956
-9% -$4.75M ﹤0.01% 2211
2025
Q3 		$74.4M Buy
3,310,302
+2,783,527
+528% +$42.3M ﹤0.01% 1673
2025
Q2 		$6.95M Sell
526,775
-842,306
-62% -$10.2M ﹤0.01% 3786
2025
Q1 		$12.1M Buy
1,369,081
+1,368,083
+137,082% +$19.5M ﹤0.01% 3171
2024
Q4 		$14.3K Buy
+998
New +$13.3K ﹤0.01% 6680

Other funds holding PONY

OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
TGP
TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Morgan Stanley's PONY Position: Q2 2026 in Review

Morgan Stanley reduced its Pony AI Inc (PONY) stake by 9.2% in Q2 2026, selling an estimated $2.74M and leaving 2,908,301 shares worth $20.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3084.

Morgan Stanley first reported a position in PONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.4M in Q3 2025. 154 funds tracked by Wall St. Rank hold PONY as of Q2 2026.

  • Morgan Stanley held 2,908,301 shares of Pony AI Inc worth $20.2M as of Q2 2026.
  • Morgan Stanley sold 295,643 Pony AI Inc shares in Q2 2026, an estimated $2.74M.
  • Pony AI Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3084 holding.
  • Morgan Stanley first reported a position in Pony AI Inc in Q4 2024 and has held it in 7 quarters since.
  • Morgan Stanley's Pony AI Inc position peaked at $74.4M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Pony AI Inc as of Q2 2026.

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