Perpetual Ltd’s Morgan Stanley MS Stock Holding History

Perpetual Ltd’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	$30.1M	Sell	144,225 -6,309	-4%	-$1.25M	0.43%	69
2026 Q1	$24.8M	Sell	150,534 -16,964	-10%	-$2.94M	0.38%	75
2025 Q4	$29.7M	Sell	167,498 -48,133	-22%	-$8.03M	0.43%	59
2025 Q3	$34.3M	Buy	215,631 +210,301	+3,946%	+$31.1M	0.43%	70
2025 Q2	$751K	Sell	5,330 -1,954	-27%	-$240K	0.01%	274
2025 Q1	$850K	Sell	7,284 -268	-4%	-$34.5K	0.01%	262
2024 Q4	$949K	Sell	7,552 -300	-4%	-$36.9K	0.01%	247
2024 Q3	$818K	Sell	7,852 -272	-3%	-$27.4K	0.01%	277
2024 Q2	$790K	Sell	8,124 -61	-0.7%	-$5.81K	0.01%	292
2024 Q1	$771K	Sell	8,185 -47	-0.6%	-$4.14K	0.01%	310
2023 Q4	$768K	Sell	8,232 -1,855	-18%	-$148K	0.01%	307
2023 Q3	$824K	Sell	10,087 -2,164	-18%	-$188K	0.01%	301
2023 Q2	$1.05M	Sell	12,251 -61	-0.5%	-$5.22K	0.01%	312
2023 Q1	$1.08M	Buy	+12,312	New	+$1.15M	0.01%	319
2020 Q3	$266K	Hold	5,500	–	–	0.02%	239
2020 Q2	$266K	Buy	+5,500	New	+$231K	0.02%	167
2020 Q1	–	Sell	-5,500	Closed	-$281K	–	226
2019 Q4	$281K	Hold	5,500	–	–	0.04%	139
2019 Q3	$235K	Hold	5,500	–	–	0.04%	147
2019 Q2	$241K	Hold	5,500	–	–	0.04%	146
2019 Q1	$232K	Hold	5,500	–	–	0.03%	154
2018 Q4	$217K	Hold	5,500	–	–	0.03%	153
2018 Q3	$256K	Hold	5,500	–	–	0.03%	155
2018 Q2	$261K	Hold	5,500	–	–	0.03%	143
2018 Q1	$297K	Hold	5,500	–	–	0.04%	128
2017 Q4	$290K	Sell	5,500 -600	-10%	-$30.3K	0.04%	137
2017 Q3	$302K	Hold	6,100	–	–	0.04%	129
2017 Q2	$272K	Buy	6,100 +400	+7%	+$17.2K	0.02%	226
2017 Q1	$240K	Buy	+5,700	New	+$253K	0.02%	169
2016 Q4	–	Sell	-8,000	Closed	-$256K	–	190
2016 Q3	$256K	Sell	8,000 -7,800	-49%	-$233K	0.02%	222
2016 Q2	$410K	Buy	+15,800	New	+$413K	0.04%	173

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Perpetual Ltd's MS Position: Q2 2026 in Review

Perpetual Ltd reduced its Morgan Stanley (MS) stake by 4.2% in Q2 2026, selling an estimated $1.25M and leaving 144,225 shares worth $30.1M. The position accounts for 0.43% of the portfolio, ranked #69.

Perpetual Ltd first reported a position in MS in Q2 2016 and has held it in 30 quarters since. The position peaked at $34.3M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Perpetual Ltd held 144,225 shares of Morgan Stanley worth $30.1M as of Q2 2026.
Perpetual Ltd sold 6,309 Morgan Stanley shares in Q2 2026, an estimated $1.25M.
Morgan Stanley made up 0.43% of Perpetual Ltd's portfolio in Q2 2026, its #69 holding.
Perpetual Ltd first reported a position in Morgan Stanley in Q2 2016 and has held it in 30 quarters since.
Perpetual Ltd's Morgan Stanley position peaked at $34.3M in Q3 2025.
1,031 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.