Morgan Stanley
SWAV

Morgan Stanley’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Morgan Stanley’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-446,611
Closed -$145M – 8018
2024
Q1 		$145M Sell
446,611
-356,159
-44% -$87.4M 0.01% 950
2023
Q4 		$153M Buy
802,770
+372,275
+86% +$70.4M 0.01% 1352
2023
Q3 		$85.7M Buy
430,495
+14,164
+3% +$3.35M 0.01% 1161
2023
Q2 		$119M Buy
416,331
+25,701
+7% +$7.14M 0.01% 984
2023
Q1 		$84.7M Buy
390,630
+109,362
+39% +$21.3M 0.01% 1163
2022
Q4 		$57.8M Sell
281,268
-77,808
-22% -$19.7M 0.01% 1384
2022
Q3 		$99.8M Buy
359,076
+103,019
+40% +$26.2M 0.01% 890
2022
Q2 		$49M Buy
256,057
+63,763
+33% +$11.3M 0.01% 1375
2022
Q1 		$39.9M Sell
192,294
-237,909
-55% -$39.2M 0.01% 1466
2021
Q4 		$76.7M Sell
430,203
-46,683
-10% -$9.21M 0.01% 1054
2021
Q3 		$98.2M Buy
476,886
+122,483
+35% +$24M 0.01% 858
2021
Q2 		$67.2M Buy
354,403
+188,626
+114% +$30.9M 0.01% 1109
2021
Q1 		$21.6M Sell
165,777
-206,078
-55% -$24.7M ﹤0.01% 1837
2020
Q4 		$38.6M Buy
371,855
+213,548
+135% +$18.5M 0.01% 1291
2020
Q3 		$12M Sell
158,307
-425,345
-73% -$24.1M ﹤0.01% 1881
2020
Q2 		$27.6M Buy
583,652
+248,214
+74% +$10.2M 0.01% 1186
2020
Q1 		$11.1M Sell
335,438
-19,480
-5% -$774K ﹤0.01% 1682
2019
Q4 		$15.6M Buy
354,918
+22,934
+7% +$847K ﹤0.01% 1897
2019
Q3 		$9.94M Buy
331,984
+62,257
+23% +$2.64M ﹤0.01% 2138
2019
Q2 		$15.4M Buy
269,727
+37,647
+16% +$1.83M ﹤0.01% 1726
2019
Q1 		$7.77M Buy
+232,080
New +$7.71M ﹤0.01% 2291

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley's SWAV Position: Q2 2024 in Review

Morgan Stanley sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 446,611 shares — an estimated $145M sold.

Morgan Stanley first reported a position in SWAV in Q1 2019 and held it in 21 quarters. The position peaked at $153M in Q4 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Morgan Stanley reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 446,611 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $145M.
  • Morgan Stanley first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 21 quarters.
  • Morgan Stanley's Shockwave Medical, Inc. Common Stock position peaked at $153M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.