PCM
MS icon

Perritt Capital Management’s Morgan Stanley MS Stock Holding History

Perritt Capital Management’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
2025
Q4 		– Sell
-14
Closed -$2.23K – 219
2025
Q3 		$2.23K Hold
14
– – ﹤0.01% 278
2025
Q2 		$1.97K Sell
14
-42
-75% -$5.16K ﹤0.01% 301
2025
Q1 		$6.53K Buy
+56
New +$7.22K ﹤0.01% 277
2023
Q1 		– Sell
-4,530
Closed -$385K – 299
2022
Q4 		$385K Sell
4,530
-33
-0.7% -$2.81K 0.22% 116
2022
Q3 		$361K Hold
4,563
– – 0.23% 108
2022
Q2 		$347K Buy
4,563
+63
+1% +$5.16K 0.21% 119
2022
Q1 		$393K Sell
4,500
-260
-5% -$25.1K 0.21% 117
2021
Q4 		$467K Sell
4,760
-75
-2% -$7.47K 0.24% 104
2021
Q3 		$470K Hold
4,835
– – 0.26% 108
2021
Q2 		$443K Sell
4,835
-440
-8% -$37.7K 0.23% 121
2021
Q1 		$410K Hold
5,275
– – 0.22% 122
2020
Q4 		$361K Hold
5,275
– – 0.22% 120
2020
Q3 		$255K Hold
5,275
– – 0.19% 130
2020
Q2 		$255K Buy
+5,275
New +$222K 0.19% 131
2020
Q1 		– Sell
-5,575
Closed -$285K – 204
2019
Q4 		$285K Hold
5,575
– – 0.14% 162
2019
Q3 		$238K Sell
5,575
-1,500
-21% -$64.1K 0.1% 194
2019
Q2 		$310K Sell
7,075
-50
-0.7% -$2.23K 0.12% 188
2019
Q1 		$301K Sell
7,125
-600
-8% -$25.3K 0.11% 189
2018
Q4 		$306K Sell
7,725
-450
-6% -$19.6K 0.12% 182
2018
Q3 		$381K Buy
8,175
+100
+1% +$4.88K 0.11% 184
2018
Q2 		$383K Hold
8,075
– – 0.11% 183
2018
Q1 		$446K Hold
8,075
– – 0.13% 168
2017
Q4 		$424K Hold
8,075
– – 0.12% 186
2017
Q3 		$389K Hold
8,075
– – 0.1% 197
2017
Q2 		$360K Sell
8,075
-100
-1% -$4.31K 0.09% 194
2017
Q1 		$350K Buy
+8,175
New +$363K 0.09% 195

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perritt Capital Management's MS Position: Q4 2025 in Review

Perritt Capital Management sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 14 shares — an estimated $2.23K sold.

Perritt Capital Management first reported a position in MS in Q1 2017 and held it in 26 quarters. The position peaked at $470K in Q3 2021. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Perritt Capital Management reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Perritt Capital Management sold 14 Morgan Stanley shares in Q4 2025, an estimated $2.23K.
  • Perritt Capital Management first reported a position in Morgan Stanley in Q1 2017 and held it in 26 quarters.
  • Perritt Capital Management's Morgan Stanley position peaked at $470K in Q3 2021.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.