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
Q2 		$92.8K Sell
50,972
-54,045
-51% -$107K ﹤0.01% 6286
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
+129,250
+483% +$1.02M ﹤0.01% 4772
2023
Q4 		$160K Buy
26,787
+22,768
+567% +$66.1K ﹤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 $20B AUM 154.41% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley's SERA Position: Q2 2026 in Review

Morgan Stanley reduced its Sera Prognostics (SERA) stake by 51% in Q2 2026, selling an estimated $107K and leaving 50,972 shares worth $92.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6286.

Morgan Stanley first reported a position in SERA in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.75M in Q3 2024. 46 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Morgan Stanley held 50,972 shares of Sera Prognostics worth $92.8K as of Q2 2026.
  • Morgan Stanley sold 54,045 Sera Prognostics shares in Q2 2026, an estimated $107K.
  • Sera Prognostics made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6286 holding.
  • Morgan Stanley first reported a position in Sera Prognostics in Q3 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Sera Prognostics position peaked at $1.75M in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

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