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PDT Partners’s Morgan Stanley MS Stock Holding History

PDT Partners’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Sell
10,400
-1,400
-12% -$277K 0.11% 229
2026
Q1 		$1.94M Buy
+11,800
New +$2.04M 0.11% 247
2019
Q1 		– Sell
-570,700
Closed -$22.6M – 477
2018
Q4 		$22.6M Hold
570,700
– – 1.26% 10
2018
Q3 		$26.6M Sell
570,700
-1,471
-0.3% -$71.8K 1.1% 18
2018
Q2 		$27.1M Buy
572,171
+48,612
+9% +$2.54M 1.03% 18
2018
Q1 		$28.3M Sell
523,559
-69,740
-12% -$3.86M 0.95% 19
2017
Q4 		$31.1M Buy
593,299
+77,663
+15% +$3.93M 0.9% 19
2017
Q3 		$24.8M Buy
515,636
+14,080
+3% +$653K 0.82% 21
2017
Q2 		$22.3M Buy
501,556
+59,532
+13% +$2.57M 0.9% 29
2017
Q1 		$18.9M Buy
+442,024
New +$19.6M 0.99% 16
2016
Q2 		– Sell
-480,368
Closed -$12M – 518
2016
Q1 		$12M Buy
+480,368
New +$12.3M 0.75% 13
2015
Q4 		– Sell
-61,400
Closed -$1.93M – 735
2015
Q3 		$1.93M Buy
+61,400
New +$2.23M 0.04% 469
2015
Q2 		– Sell
-127,537
Closed -$4.55M – 1528
2015
Q1 		$4.55M Buy
127,537
+89,752
+238% +$3.22M 0.11% 220
2014
Q4 		$1.47M Buy
+37,785
New +$1.34M 0.14% 163
2013
Q4 		– Sell
-49,204
Closed -$1.33M – 970
2013
Q3 		$1.33M Sell
49,204
-377,986
-88% -$10.1M 0.04% 663
2013
Q2 		$10.4M Buy
+427,190
New +$10.1M 0.26% 79

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PDT Partners's MS Position: Q2 2026 in Review

PDT Partners reduced its Morgan Stanley (MS) stake by 12% in Q2 2026, selling an estimated $277K and leaving 10,400 shares worth $2.17M. The position accounts for 0.11% of the portfolio, ranked #229.

PDT Partners first reported a position in MS in Q2 2013 and has held it in 16 quarters since. The position peaked at $31.1M in Q4 2017. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PDT Partners held 10,400 shares of Morgan Stanley worth $2.17M as of Q2 2026.
  • PDT Partners sold 1,400 Morgan Stanley shares in Q2 2026, an estimated $277K.
  • Morgan Stanley made up 0.11% of PDT Partners's portfolio in Q2 2026, its #229 holding.
  • PDT Partners first reported a position in Morgan Stanley in Q2 2013 and has held it in 16 quarters since.
  • PDT Partners's Morgan Stanley position peaked at $31.1M in Q4 2017.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PDT Partners's 13F filing for Q2 2026, filed 14 Aug 2026.