Back to MS-PL
Annex Advisory Services, LLC → MS-PL
Annex Advisory Services, LLC MS-PL Position History
Morgan Stanley
Quarters held
4
Latest value
$61.9M
Q3 2026
Peak value
$70.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $59.4M |
| Q1 2026 | $56.7M |
| Q2 2026 | $70.2M |
| Q3 2026 | $61.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $61.9M | 329.4K | — | — |
| Q2 2026 | $70.2M | 335.7K | — | — |
| Q1 2026 | $56.7M | 344.8K | — | — |
| Q4 2025 | $59.4M | 334.8K | — | — |
Other funds holding MS-PL
$20.8B
$20.8B
$19.1B
$18.4B
$16.7B
$16.4B
$15.9B