Perpetual Ltd’s Morgan Stanley MS Stock Holding History
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
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. 2,737 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.
- 2,737 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.