Morgan Stanley
YB

Morgan Stanley’s Yuanbao Inc YB Stock Holding History

Morgan Stanley’s Portfolio YB Stock Details YB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$609K Sell
39,990
-1,708
-4% -$27.2K ﹤0.01% 5447
2026
Q1 		$736K Sell
41,698
-10,852
-21% -$212K ﹤0.01% 5292
2025
Q4 		$1.06M Sell
52,550
-99,755
-65% -$2.11M ﹤0.01% 5156
2025
Q3 		$2.99M Buy
152,305
+127,051
+503% +$3.23M ﹤0.01% 4530
2025
Q2 		$531K Buy
+25,254
New +$420K ﹤0.01% 5437

Other funds holding YB

FG
Franchise GP Grand Cayman $215M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
W
WealthCollab Bellevue, Washington $276M AUM 33.83% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Morgan Stanley's YB Position: Q2 2026 in Review

Morgan Stanley reduced its Yuanbao Inc (YB) stake by 4.1% in Q2 2026, selling an estimated $27.2K and leaving 39,990 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #5447.

Morgan Stanley first reported a position in YB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.99M in Q3 2025. 12 funds tracked by Wall St. Rank hold YB as of Q2 2026.

  • Morgan Stanley held 39,990 shares of Yuanbao Inc worth $609K as of Q2 2026.
  • Morgan Stanley sold 1,708 Yuanbao Inc shares in Q2 2026, an estimated $27.2K.
  • Yuanbao Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5447 holding.
  • Morgan Stanley first reported a position in Yuanbao Inc in Q2 2025 and has held it in 5 quarters since.
  • Morgan Stanley's Yuanbao Inc position peaked at $2.99M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Yuanbao Inc as of Q2 2026.

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