Morgan Stanley
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Morgan Stanley’s Perma-Fix Environmental Services PESI Stock Holding History

Morgan Stanley’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$759K Buy
53,084
+26,366
+99% +$294K ﹤0.01% 5354
2026
Q1 		$286K Sell
26,718
-40,013
-60% -$550K ﹤0.01% 5717
2025
Q4 		$840K Sell
66,731
-32,916
-33% -$420K ﹤0.01% 5273
2025
Q3 		$1.01M Buy
99,647
+30,611
+44% +$338K ﹤0.01% 5174
2025
Q2 		$726K Buy
69,036
+32,283
+88% +$297K ﹤0.01% 5273
2025
Q1 		$267K Sell
36,753
-4,241
-10% -$38.1K ﹤0.01% 5612
2024
Q4 		$454K Buy
40,994
+2,151
+6% +$28.3K ﹤0.01% 5462
2024
Q3 		$477K Buy
38,843
+25,339
+188% +$271K ﹤0.01% 5422
2024
Q2 		$137K Buy
13,504
+11,652
+629% +$129K ﹤0.01% 5845
2024
Q1 		$22K Sell
1,852
-3,679
-67% -$31.8K ﹤0.01% 6460
2023
Q4 		$43.5K Buy
5,531
+4,275
+340% +$36.1K ﹤0.01% 6211
2023
Q3 		$13.1K Buy
1,256
+556
+79% +$6.13K ﹤0.01% 6626
2023
Q2 		$7.69K Buy
700
+279
+66% +$2.91K ﹤0.01% 6895
2023
Q1 		$4.96K Buy
421
+221
+111% +$1.44K ﹤0.01% 7053
2022
Q4 		$706 Sell
200
-10,634
-98% -$40.9K ﹤0.01% 7521
2022
Q3 		$49K Buy
10,834
+5,608
+107% +$28.8K ﹤0.01% 6416
2022
Q2 		$27K Sell
5,226
-70
-1% -$388 ﹤0.01% 6872
2022
Q1 		$30K Sell
5,296
-4,404
-45% -$25.8K ﹤0.01% 6962
2021
Q4 		$61K Sell
9,700
-1
-0% -$7 ﹤0.01% 6717
2021
Q3 		$65K Buy
9,701
+1
+0% +$6 ﹤0.01% 6594
2021
Q2 		$69K Hold
9,700
– – ﹤0.01% 6521
2021
Q1 		$71K Buy
9,700
+9,500
+4,750% +$64.3K ﹤0.01% 6187
2020
Q4 		$1K Hold
200
– – ﹤0.01% 6959
2020
Q3 		$1K Sell
200
-1,343
-87% -$9.24K ﹤0.01% 6663
2020
Q2 		$10K Hold
1,543
– – ﹤0.01% 6160
2020
Q1 		$8K Hold
1,543
– – ﹤0.01% 6080
2019
Q4 		$14K Hold
1,543
– – ﹤0.01% 6188
2019
Q3 		$7K Hold
1,543
– – ﹤0.01% 6301
2019
Q2 		$6K Buy
1,543
+1,343
+672% +$5.4K ﹤0.01% 6268
2019
Q1 		$1K Sell
200
-1,843
-90% -$6.13K ﹤0.01% 6527
2018
Q4 		$5K Buy
2,043
+500
+32% +$1.67K ﹤0.01% 6296
2018
Q3 		$6K Hold
1,543
– – ﹤0.01% 6412
2018
Q2 		$7K Hold
1,543
– – ﹤0.01% 6372
2018
Q1 		$6K Hold
1,543
– – ﹤0.01% 6367
2017
Q4 		$6K Buy
1,543
+200
+15% +$759 ﹤0.01% 6313
2017
Q3 		$5K Buy
+1,343
New +$4.92K ﹤0.01% 6295
2016
Q2 		– Sell
-19
Closed – – 6611
2016
Q1 		$0 Sell
19
-1
-5% -$4 ﹤0.01% 6669
2015
Q4 		$0 Buy
+20
New +$80 ﹤0.01% 6752
2015
Q3 		– Sell
-20
Closed – – 6689
2015
Q2 		$0 Buy
+20
New +$73 ﹤0.01% 6720
2015
Q1 		– Sell
-19
Closed – – 6622
2014
Q4 		$0 Hold
19
– – ﹤0.01% 6639
2014
Q3 		$0 Buy
+19
New +$80 ﹤0.01% 6636
2014
Q2 		– Sell
-19
Closed – – 6575
2014
Q1 		$0 Buy
+19
New +$68 ﹤0.01% 6522

Other funds holding PESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's PESI Position: Q2 2026 in Review

Morgan Stanley increased its Perma-Fix Environmental Services (PESI) stake by 99% in Q2 2026, buying an estimated $294K and bringing the position to 53,084 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #5354.

Morgan Stanley first reported a position in PESI in Q1 2014 and has held it in 42 quarters since. The position peaked at $1.01M in Q3 2025. 89 funds tracked by Wall St. Rank hold PESI as of Q2 2026.

  • Morgan Stanley held 53,084 shares of Perma-Fix Environmental Services worth $759K as of Q2 2026.
  • Morgan Stanley bought 26,366 Perma-Fix Environmental Services shares in Q2 2026, an estimated $294K.
  • Perma-Fix Environmental Services made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5354 holding.
  • Morgan Stanley first reported a position in Perma-Fix Environmental Services in Q1 2014 and has held it in 42 quarters since.
  • Morgan Stanley's Perma-Fix Environmental Services position peaked at $1.01M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2026.

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