AEPWM
MS icon

Atlantic Edge Private Wealth Management’s Morgan Stanley MS Stock Holding History

Atlantic Edge Private Wealth 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 		$89.9K Hold
430
– – 0.02% 203
2026
Q1 		$70.8K Hold
430
– – 0.02% 206
2025
Q4 		$76.3K Hold
430
– – 0.02% 185
2025
Q3 		$68.4K Buy
430
+125
+41% +$18.5K 0.02% 192
2025
Q2 		$43K Buy
305
+50
+20% +$6.14K 0.01% 224
2025
Q1 		$29.8K Hold
255
– – 0.01% 240
2024
Q4 		$32.1K Hold
255
– – 0.01% 226
2024
Q3 		$26.6K Hold
255
– – 0.01% 240
2024
Q2 		$24.8K Hold
255
– – 0.01% 234
2024
Q1 		$24K Hold
255
– – 0.01% 239
2023
Q4 		$23.8K Buy
+255
New +$20.4K 0.01% 226

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

Atlantic Edge Private Wealth Management's MS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Morgan Stanley (MS) position steady in Q2 2026 at 430 shares worth $89.9K. The position accounts for 0.02% of the portfolio, ranked #203.

Atlantic Edge Private Wealth Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 430 shares of Morgan Stanley worth $89.9K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.