AIM
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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Athena Investment Management's MS Position: Q1 2026 in Review

Athena Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 1,803 shares worth $297K. The position accounts for 0.15% of the portfolio, ranked #119.

Athena Investment Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $320K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Athena Investment Management held 1,803 shares of Morgan Stanley worth $297K as of Q1 2026.
  • Athena Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.15% of Athena Investment Management's portfolio in Q1 2026, its #119 holding.
  • Athena Investment Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • Athena Investment Management's Morgan Stanley position peaked at $320K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.