Atala Financial’s Morgan Stanley MS Stock Holding History

Atala Financial’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 Q2	–	Sell	-149	Closed	-$17.4K	–	331
2025 Q1	$17.4K	Hold	149	–	–	0.01%	258
2024 Q4	$18.7K	Buy	+149	New	+$18.4K	0.01%	259

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atala Financial's MS Position: Q2 2025 in Review

Atala Financial sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 149 shares — an estimated $17.4K sold.

Atala Financial first reported a position in MS in Q4 2024 and held it in 2 quarters. The position peaked at $18.7K in Q4 2024. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Atala Financial reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 149 Morgan Stanley shares in Q2 2025, an estimated $17.4K.
Atala Financial first reported a position in Morgan Stanley in Q4 2024 and held it in 2 quarters.
Atala Financial's Morgan Stanley position peaked at $18.7K in Q4 2024.
2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.