Morgan Stanley
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Morgan Stanley’s Sera Prognostics SERA Stock Holding History

Morgan Stanley’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Buy
105,017
+24,049
+30% +$61.9K ﹤0.01% 5842
2025
Q4 		$239K Sell
80,968
-3,046
-4% -$9.82K ﹤0.01% 5859
2025
Q3 		$257K Sell
84,014
-7,368
-8% -$21K ﹤0.01% 5791
2025
Q2 		$253K Buy
91,382
+9,055
+11% +$22.4K ﹤0.01% 5758
2025
Q1 		$303K Sell
82,327
-99,145
-55% -$505K ﹤0.01% 5555
2024
Q4 		$1.48M Sell
181,472
-43,164
-19% -$317K ﹤0.01% 4889
2024
Q3 		$1.75M Sell
224,636
-24,466
-10% -$178K ﹤0.01% 4733
2024
Q2 		$1.47M Buy
249,102
+93,065
+60% +$832K ﹤0.01% 4750
2024
Q1 		$1.42M Buy
156,037
+102,463
+191% +$812K ﹤0.01% 4772
2023
Q4 		$320K Buy
53,574
+49,555
+1,233% +$144K ﹤0.01% 5774
2023
Q3 		$7.47K Buy
4,019
+250
+7% +$597 ﹤0.01% 6816
2023
Q2 		$12.4K Sell
3,769
-1,808
-32% -$6.2K ﹤0.01% 6731
2023
Q1 		$21.4K Buy
5,577
+2,387
+75% +$6.27K ﹤0.01% 6603
2022
Q4 		$4.02K Sell
3,190
-7,058
-69% -$9.97K ﹤0.01% 7204
2022
Q3 		$17K Buy
10,248
+689
+7% +$1.39K ﹤0.01% 6865
2022
Q2 		$16K Buy
9,559
+269
+3% +$517 ﹤0.01% 7074
2022
Q1 		$35K Buy
9,290
+2,990
+47% +$17.4K ﹤0.01% 6869
2021
Q4 		$44K Buy
6,300
+6,045
+2,371% +$60.7K ﹤0.01% 6872
2021
Q3 		$3K Buy
+255
New +$2.65K ﹤0.01% 7608

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's SERA Position: Q1 2026 in Review

Morgan Stanley increased its Sera Prognostics (SERA) stake by 30% in Q1 2026, buying an estimated $61.9K and bringing the position to 105,017 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #5842.

Morgan Stanley first reported a position in SERA in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q3 2024. 56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

  • Morgan Stanley held 105,017 shares of Sera Prognostics worth $213K as of Q1 2026.
  • Morgan Stanley bought 24,049 Sera Prognostics shares in Q1 2026, an estimated $61.9K.
  • Sera Prognostics made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5842 holding.
  • Morgan Stanley first reported a position in Sera Prognostics in Q3 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Sera Prognostics position peaked at $1.75M in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.