Morgan Stanley
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Morgan Stanley’s Serina Therapeutics SER Stock Holding History

Morgan Stanley’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28 Buy
14
+6
+75% +$11 ﹤0.01% 8255
2026
Q1 		$16 Hold
8
– – ﹤0.01% 8190
2025
Q4 		$15 Hold
8
– – ﹤0.01% 8114
2025
Q3 		$43 Hold
8
– – ﹤0.01% 7898
2025
Q2 		$49 Hold
8
– – ﹤0.01% 7794
2025
Q1 		$45 Hold
8
– – ﹤0.01% 7759
2024
Q4 		$40 Hold
8
– – ﹤0.01% 7703
2024
Q3 		$54 Buy
8
+4
+100% +$32 ﹤0.01% 7557
2024
Q2 		$38 Sell
4
-6
-60% -$59 ﹤0.01% 7595
2024
Q1 		$135 Sell
10
-15
-60% -$210 ﹤0.01% 7346
2023
Q4 		$340 Buy
25
+12
+92% +$221 ﹤0.01% 7312
2023
Q3 		$300 Hold
13
– – ﹤0.01% 7358
2023
Q2 		$394 Sell
13
-1
-7% -$21 ﹤0.01% 7400
2023
Q1 		$322 Buy
14
+1
+8% +$23 ﹤0.01% 7481
2022
Q4 		$245 Buy
13
+4
+44% +$84 ﹤0.01% 7626
2022
Q3 		$0 Sell
9
-1
-10% -$23 ﹤0.01% 7907
2022
Q2 		$0 Sell
10
-73
-88% -$1.97K ﹤0.01% 8010
2022
Q1 		$3K Sell
83
-3
-3% -$85 ﹤0.01% 7696
2021
Q4 		$3K Sell
86
-4
-4% -$108 ﹤0.01% 7751
2021
Q3 		$3K Hold
90
– – ﹤0.01% 7612
2021
Q2 		$5K Sell
90
-1
-1% -$50 ﹤0.01% 7400
2021
Q1 		$5K Sell
91
-14
-13% -$980 ﹤0.01% 7118
2020
Q4 		$5K Sell
105
-93
-47% -$5.36K ﹤0.01% 6777
2020
Q3 		$6K Sell
198
-138
-41% -$4.92K ﹤0.01% 6422
2020
Q2 		$12K Buy
336
+181
+117% +$5.33K ﹤0.01% 6128
2020
Q1 		$6K Sell
155
-771
-83% -$36.3K ﹤0.01% 6162
2019
Q4 		$59K Buy
926
+540
+140% +$29.2K ﹤0.01% 5809
2019
Q3 		$27K Buy
386
+239
+163% +$22.7K ﹤0.01% 5930
2019
Q2 		$19K Sell
147
-41
-22% -$5.55K ﹤0.01% 5956
2019
Q1 		$27K Sell
188
-342
-65% -$50K ﹤0.01% 5921
2018
Q4 		$56K Buy
+530
New +$67.4K ﹤0.01% 5732

Other funds holding SER

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's SER Position: Q2 2026 in Review

Morgan Stanley increased its Serina Therapeutics (SER) stake by 75% in Q2 2026, buying an estimated $11 and bringing the position to 14 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #8255.

Morgan Stanley first reported a position in SER in Q4 2018 and has held it in 31 quarters since. The position peaked at $59K in Q4 2019. 21 funds tracked by Wall St. Rank hold SER as of Q2 2026.

  • Morgan Stanley held 14 shares of Serina Therapeutics worth $28 as of Q2 2026.
  • Morgan Stanley bought 6 Serina Therapeutics shares in Q2 2026, an estimated $11.
  • Serina Therapeutics made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8255 holding.
  • Morgan Stanley first reported a position in Serina Therapeutics in Q4 2018 and has held it in 31 quarters since.
  • Morgan Stanley's Serina Therapeutics position peaked at $59K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

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