Morgan Stanley
PDC

Morgan Stanley’s Perpetuals.com Ltd PDC Stock Holding History

Morgan Stanley’s Portfolio PDC Stock Details PDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7K Sell
1,415
-532
-27% -$2.79K ﹤0.01% 7049
2025
Q4 		$12.6K Sell
1,947
-998
-34% -$4.71K ﹤0.01% 6832
2025
Q3 		$7.53K Sell
2,945
-11,162
-79% -$33.6K ﹤0.01% 6976
2025
Q2 		$25.3K Buy
14,107
+7,939
+129% +$15.8K ﹤0.01% 6577
2025
Q1 		$14.3K Sell
6,168
-14,039
-69% -$36.8K ﹤0.01% 6684
2024
Q4 		$53.8K Buy
+20,207
New +$56.1K ﹤0.01% 6261
2024
Q3 		– Sell
-8,600
Closed -$19K – 7952
2024
Q2 		$19K Hold
8,600
– – ﹤0.01% 6479
2024
Q1 		$30K Buy
+8,600
New +$25K ﹤0.01% 6373

Other funds holding PDC

SP
SmartHarvest Portfolios Poulsbo, Washington $240M AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Morgan Stanley's PDC Position: Q1 2026 in Review

Morgan Stanley reduced its Perpetuals.com Ltd (PDC) stake by 27% in Q1 2026, selling an estimated $2.79K and leaving 1,415 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #7049.

Morgan Stanley first reported a position in PDC in Q1 2024 and has held it in 8 quarters since. The position peaked at $53.8K in Q4 2024. 7 funds tracked by Wall St. Rank hold PDC as of Q1 2026.

  • Morgan Stanley held 1,415 shares of Perpetuals.com Ltd worth $7K as of Q1 2026.
  • Morgan Stanley sold 532 Perpetuals.com Ltd shares in Q1 2026, an estimated $2.79K.
  • Perpetuals.com Ltd made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7049 holding.
  • Morgan Stanley first reported a position in Perpetuals.com Ltd in Q1 2024 and has held it in 8 quarters since.
  • Morgan Stanley's Perpetuals.com Ltd position peaked at $53.8K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Perpetuals.com Ltd as of Q1 2026.

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