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Perennial Investment Advisors’s Morgan Stanley MS Stock Holding History

Perennial Investment Advisors’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 		$676K Buy
3,234
+80
+3% +$15.8K 0.04% 277
2026
Q1 		$519K Sell
3,154
-804
-20% -$139K 0.04% 293
2025
Q4 		$702K Sell
3,958
-350
-8% -$58.4K 0.06% 234
2025
Q3 		$685K Sell
4,308
-356
-8% -$52.6K 0.06% 233
2025
Q2 		$657K Sell
4,664
-1,163
-20% -$143K 0.06% 224
2025
Q1 		$680K Buy
5,827
+3,720
+177% +$479K 0.08% 201
2024
Q4 		$265K Buy
2,107
+25
+1% +$3.08K 0.03% 330
2024
Q3 		$217K Buy
+2,082
New +$210K 0.03% 352
2024
Q2 		– Sell
-2,056
Closed -$194K – 390
2024
Q1 		$194K Buy
+2,056
New +$181K 0.03% 331

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

Perennial Investment Advisors's MS Position: Q2 2026 in Review

Perennial Investment Advisors increased its Morgan Stanley (MS) stake by 2.5% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,234 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #277.

Perennial Investment Advisors first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $702K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Perennial Investment Advisors held 3,234 shares of Morgan Stanley worth $676K as of Q2 2026.
  • Perennial Investment Advisors bought 80 Morgan Stanley shares in Q2 2026, an estimated $15.8K.
  • Morgan Stanley made up 0.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #277 holding.
  • Perennial Investment Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
  • Perennial Investment Advisors's Morgan Stanley position peaked at $702K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.