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
Q2 		$8.77M Sell
2,766,425
-495,032
-15% -$1.5M ﹤0.01% 3804
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
+405,710
+1,892% +$1.2M ﹤0.01% 5011
2023
Q4 		$78.5K Sell
21,447
-58,026
-73% -$248K ﹤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 $832M AUM 32.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAMI
Perseverance Asset Management International George Town, Cayman Islands $979M AUM 50.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCM
Helios Capital Management Singapore $102M AUM 3.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Morgan Stanley's YSG Position: Q2 2026 in Review

Morgan Stanley reduced its Yatsen Holding (YSG) stake by 15% in Q2 2026, selling an estimated $1.5M and leaving 2,766,425 shares worth $8.77M. The position accounts for ﹤0.01% of the portfolio, ranked #3804.

Morgan Stanley first reported a position in YSG in Q4 2020 and has held it in 23 quarters since. The position peaked at $51.5M in Q3 2021. 42 funds tracked by Wall St. Rank hold YSG as of Q2 2026.

  • Morgan Stanley held 2,766,425 shares of Yatsen Holding worth $8.77M as of Q2 2026.
  • Morgan Stanley sold 495,032 Yatsen Holding shares in Q2 2026, an estimated $1.5M.
  • Yatsen Holding made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3804 holding.
  • Morgan Stanley first reported a position in Yatsen Holding in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Yatsen Holding position peaked at $51.5M in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Yatsen Holding as of Q2 2026.

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