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Athena Investment Management’s Morgan Stanley MS Stock Holding History

Athena Investment 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
2026
Q2 		$344K Sell
1,647
-156
-9% -$30.9K 0.2% 96
2026
Q1 		$297K Hold
1,803
– – 0.15% 119
2025
Q4 		$320K Hold
1,803
– – 0.16% 113
2025
Q3 		$287K Sell
1,803
-42
-2% -$6.2K 0.15% 125
2025
Q2 		$260K Hold
1,845
– – 0.15% 131
2025
Q1 		$215K Sell
1,845
-19
-1% -$2.45K 0.13% 137
2024
Q4 		$234K Sell
1,864
-114
-6% -$14K 0.14% 136
2024
Q3 		$206K Buy
+1,978
New +$199K 0.12% 146

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Athena Investment Management's MS Position: Q2 2026 in Review

Athena Investment Management reduced its Morgan Stanley (MS) stake by 8.7% in Q2 2026, selling an estimated $30.9K and leaving 1,647 shares worth $344K. The position accounts for 0.2% of the portfolio, ranked #96.

Athena Investment Management first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Athena Investment Management held 1,647 shares of Morgan Stanley worth $344K as of Q2 2026.
  • Athena Investment Management sold 156 Morgan Stanley shares in Q2 2026, an estimated $30.9K.
  • Morgan Stanley made up 0.2% of Athena Investment Management's portfolio in Q2 2026, its #96 holding.
  • Athena Investment Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.