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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
2024
Q2 		– Sell
-100
Closed -$9.42K – 391
2024
Q1 		$9.42K Buy
+100
New +$8.81K ﹤0.01% 356

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Perennial Investment Advisors's MS Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Morgan Stanley (MS) stake by 20% in Q1 2026, selling an estimated $139K and leaving 3,154 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #293.

Perennial Investment Advisors first reported a position in MS in Q1 2024 and has held it in 8 quarters since. The position peaked at $702K in Q4 2025. 2,497 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Perennial Investment Advisors held 3,154 shares of Morgan Stanley worth $519K as of Q1 2026.
  • Perennial Investment Advisors sold 804 Morgan Stanley shares in Q1 2026, an estimated $139K.
  • Morgan Stanley made up 0.04% of Perennial Investment Advisors's portfolio in Q1 2026, its #293 holding.
  • Perennial Investment Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 8 quarters since.
  • Perennial Investment Advisors's Morgan Stanley position peaked at $702K in Q4 2025.
  • 2,497 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.