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Atlantic Union Bankshares’s Morgan Stanley MS Stock Holding History

Atlantic Union Bankshares’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 		$1.26M Sell
6,043
-551
-8% -$109K 0.02% 340
2026
Q1 		$1.09M Buy
6,594
+350
+6% +$60.6K 0.02% 354
2025
Q4 		$1.11M Sell
6,244
-84
-1% -$14K 0.02% 360
2025
Q3 		$1.01M Buy
6,328
+968
+18% +$143K 0.02% 373
2025
Q2 		$755K Buy
5,360
+2,412
+82% +$296K 0.02% 352
2025
Q1 		$344K Sell
2,948
-8
-0.3% -$1.03K 0.02% 251
2024
Q4 		$372K Sell
2,956
-28
-0.9% -$3.45K 0.02% 251
2024
Q3 		$311K Hold
2,984
– – 0.02% 270
2024
Q2 		$290K Buy
+2,984
New +$284K 0.02% 273
2020
Q2 		– Sell
-30,317
Closed -$1.03M – 257
2020
Q1 		$1.03M Buy
30,317
+268
+0.9% +$12.6K 0.15% 126
2019
Q4 		$1.54M Sell
30,049
-167
-0.6% -$7.9K 0.2% 119
2019
Q3 		$1.29M Sell
30,216
-457
-1% -$19.5K 0.17% 124
2019
Q2 		$1.34M Buy
+30,673
New +$1.37M 0.18% 129
2014
Q2 		– Sell
-398
Closed -$11K – 188
2014
Q1 		$11K Buy
+398
New +$12.3K 0.01% 196

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 Union Bankshares's MS Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Morgan Stanley (MS) stake by 8.4% in Q2 2026, selling an estimated $109K and leaving 6,043 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #340.

Atlantic Union Bankshares first reported a position in MS in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2019. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Atlantic Union Bankshares held 6,043 shares of Morgan Stanley worth $1.26M as of Q2 2026.
  • Atlantic Union Bankshares sold 551 Morgan Stanley shares in Q2 2026, an estimated $109K.
  • Morgan Stanley made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #340 holding.
  • Atlantic Union Bankshares first reported a position in Morgan Stanley in Q1 2014 and has held it in 14 quarters since.
  • Atlantic Union Bankshares's Morgan Stanley position peaked at $1.54M in Q4 2019.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.