Morgan Stanley
YSG

Morgan Stanley’s Yatsen Holding YSG Stock Holding History

Morgan Stanley’s Portfolio YSG Stock Details YSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Sell
3,261,457
-280,155
-8% -$1.13M ﹤0.01% 3563
2025
Q4 		$13.8M Buy
3,541,612
+5,135
+0.1% +$32.6K ﹤0.01% 3299
2025
Q3 		$32M Buy
3,536,477
+548,887
+18% +$5.22M ﹤0.01% 2421
2025
Q2 		$28.8M Buy
2,987,590
+1,006,909
+51% +$5.77M ﹤0.01% 2450
2025
Q1 		$9.53M Sell
1,980,681
-97,287
-5% -$381K ﹤0.01% 3380
2024
Q4 		$8.27M Buy
2,077,968
+2,055,110
+8,991% +$8.48M ﹤0.01% 3560
2024
Q3 		$77.9K Sell
22,858
-9,548
-29% -$33K ﹤0.01% 6086
2024
Q2 		$86.2K Sell
32,406
-394,751
-92% -$1.41M ﹤0.01% 6012
2024
Q1 		$901K Buy
427,157
+384,263
+896% +$1.14M ﹤0.01% 5011
2023
Q4 		$157K Sell
42,894
-36,579
-46% -$156K ﹤0.01% 6032
2023
Q3 		$397K Sell
79,473
-529,381
-87% -$2.83M ﹤0.01% 5279
2023
Q2 		$3.07M Buy
608,854
+572,846
+1,591% +$2.95M ﹤0.01% 4129
2023
Q1 		$266K Buy
36,008
+24,579
+215% +$185K ﹤0.01% 5577
2022
Q4 		$83.4K Buy
11,429
+903
+9% +$5.45K ﹤0.01% 6065
2022
Q3 		$57K Sell
10,526
-3,328
-24% -$21.8K ﹤0.01% 6355
2022
Q2 		$107K Sell
13,854
-3,179,811
-100% -$10.8M ﹤0.01% 6236
2022
Q1 		$11M Sell
3,193,665
-161,453
-5% -$1.08M ﹤0.01% 2810
2021
Q4 		$36.1M Buy
3,355,118
+653,083
+24% +$9.15M ﹤0.01% 1600
2021
Q3 		$51.5M Buy
2,702,035
+2,470,973
+1,069% +$75.4M 0.01% 1274
2021
Q2 		$10.8M Buy
231,062
+213,446
+1,212% +$11M ﹤0.01% 2881
2021
Q1 		$1.09M Sell
17,616
-312,116
-95% -$28.4M ﹤0.01% 4673
2020
Q4 		$28M Buy
+329,732
New +$27.6M ﹤0.01% 1515

Other funds holding YSG

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMI
Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HCM
Helios Capital Management Singapore $95.1M AUM 11.26% 1-Year Est. Return

Morgan Stanley's YSG Position: Q1 2026 in Review

Morgan Stanley reduced its Yatsen Holding (YSG) stake by 7.9% in Q1 2026, selling an estimated $1.13M and leaving 3,261,457 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

Morgan Stanley first reported a position in YSG in Q4 2020 and has held it in 22 quarters since. The position peaked at $51.5M in Q3 2021. 48 funds tracked by Wall St. Rank hold YSG as of Q1 2026.

  • Morgan Stanley held 3,261,457 shares of Yatsen Holding worth $10M as of Q1 2026.
  • Morgan Stanley sold 280,155 Yatsen Holding shares in Q1 2026, an estimated $1.13M.
  • Yatsen Holding made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3563 holding.
  • Morgan Stanley first reported a position in Yatsen Holding in Q4 2020 and has held it in 22 quarters since.
  • Morgan Stanley's Yatsen Holding position peaked at $51.5M in Q3 2021.
  • 48 funds tracked by Wall St. Rank held Yatsen Holding as of Q1 2026.

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