Morgan Stanley
WDH

Morgan Stanley’s Waterdrop WDH Stock Holding History

Morgan Stanley’s Portfolio WDH Stock Details WDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.51M Sell
3,399,027
-123,732
-4% -$218K ﹤0.01% 4069
2025
Q4 		$6.69M Sell
3,522,759
-108,359
-3% -$193K ﹤0.01% 3957
2025
Q3 		$6.86M Buy
3,631,118
+245,188
+7% +$429K ﹤0.01% 3885
2025
Q2 		$4.57M Buy
3,385,930
+16,952
+0.5% +$22.9K ﹤0.01% 4128
2025
Q1 		$5.02M Buy
3,368,978
+221,248
+7% +$283K ﹤0.01% 3924
2024
Q4 		$3.71M Sell
3,147,730
-32,700
-1% -$38.2K ﹤0.01% 4244
2024
Q3 		$3.82M Sell
3,180,430
-4,600
-0.1% -$4.97K ﹤0.01% 4169
2024
Q2 		$3.6M Buy
3,185,030
+37,300
+1% +$47K ﹤0.01% 4150
2024
Q1 		$4.06M Sell
3,147,730
-3,147,814
-50% -$3.5M ﹤0.01% 4082
2023
Q4 		$6.55M Buy
6,295,544
+3,121,186
+98% +$3.47M ﹤0.01% 4218
2023
Q3 		$3.68M Sell
3,174,358
-139,552
-4% -$230K ﹤0.01% 3956
2023
Q2 		$6.89M Sell
3,313,910
-3,765
-0.1% -$10.2K ﹤0.01% 3505
2023
Q1 		$9.92M Buy
3,317,675
+152,677
+5% +$462K ﹤0.01% 3151
2022
Q4 		$10.5M Buy
3,164,998
+14,182
+0.5% +$24.4K ﹤0.01% 3032
2022
Q3 		$3.43M Buy
3,150,816
+2,086
+0.1% +$2.54K ﹤0.01% 3992
2022
Q2 		$4.03M Sell
3,148,730
-37,132
-1% -$49.2K ﹤0.01% 3960
2022
Q1 		$4.71M Sell
3,185,862
-52,231
-2% -$74.9K ﹤0.01% 3750
2021
Q4 		$4.47M Buy
3,238,093
+80,474
+3% +$147K ﹤0.01% 3838
2021
Q3 		$7.55M Buy
3,157,619
+9,644
+0.3% +$40.1K ﹤0.01% 3253
2021
Q2 		$20.4M Buy
+3,147,975
New +$24M ﹤0.01% 2122

Other funds holding WDH

BPH
Boundless Plain Holdings Hong Kong $304M AUM
ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
ICCFGIA
IDG China Capital Fund GP III Associates Central Hong Kong, China $73.5M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's WDH Position: Q1 2026 in Review

Morgan Stanley reduced its Waterdrop (WDH) stake by 3.5% in Q1 2026, selling an estimated $218K and leaving 3,399,027 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #4069.

Morgan Stanley first reported a position in WDH in Q2 2021 and has held it in 20 quarters since. The position peaked at $20.4M in Q2 2021. 35 funds tracked by Wall St. Rank hold WDH as of Q1 2026.

  • Morgan Stanley held 3,399,027 shares of Waterdrop worth $5.51M as of Q1 2026.
  • Morgan Stanley sold 123,732 Waterdrop shares in Q1 2026, an estimated $218K.
  • Waterdrop made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4069 holding.
  • Morgan Stanley first reported a position in Waterdrop in Q2 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Waterdrop position peaked at $20.4M in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Waterdrop as of Q1 2026.

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