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Atlas Capital Advisors’s Morgan Stanley MS Stock Holding History

Atlas Capital Advisors’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 		$406K Buy
1,941
+64
+3% +$12.7K 0.04% 322
2026
Q1 		$309K Hold
1,877
– – 0.04% 336
2025
Q4 		$333K Buy
+1,877
New +$313K 0.04% 326
2025
Q2 		$264K Hold
1,871
– – 0.03% 356
2025
Q1 		$218K Hold
1,871
– – 0.03% 382
2024
Q4 		$235K Hold
1,871
– – 0.03% 360
2024
Q3 		$195K Hold
1,871
– – 0.03% 371
2024
Q2 		$182K Sell
1,871
-45
-2% -$4.28K 0.02% 399
2024
Q1 		$180K Buy
1,916
+100
+6% +$8.81K 0.03% 384
2023
Q4 		$169K Sell
1,816
-600
-25% -$48K 0.02% 400
2023
Q3 		$197K Hold
2,416
– – 0.03% 356
2023
Q2 		$206K Buy
2,416
+600
+33% +$51.3K 0.03% 358
2023
Q1 		$159K Hold
1,816
– – 0.03% 399
2022
Q4 		$154K Hold
1,816
– – 0.03% 383
2022
Q3 		$143K Hold
1,816
– – 0.03% 392
2022
Q2 		$138K Sell
1,816
-465
-20% -$38.1K 0.02% 413
2022
Q1 		$199K Sell
2,281
-400
-15% -$38.6K 0.03% 356
2021
Q4 		$263K Sell
2,681
-183
-6% -$18.2K 0.04% 317
2021
Q3 		$279K Buy
2,864
+150
+6% +$14.9K 0.04% 296
2021
Q2 		$249K Buy
2,714
+21
+0.8% +$1.8K 0.04% 325
2021
Q1 		$209K Buy
2,693
+314
+13% +$24.1K 0.04% 325
2020
Q4 		$163K Buy
+2,379
New +$137K 0.03% 330
2019
Q1 		– Sell
-154
Closed -$6.11K – 581
2018
Q4 		$6.11K Sell
154
-14,859
-99% -$648K ﹤0.01% 533
2018
Q3 		$707K Sell
15,013
-6,706
-31% -$327K 0.24% 117
2018
Q2 		$1.07M Sell
21,719
-830
-4% -$43.4K 0.38% 68
2018
Q1 		$1.22M Buy
+22,549
New +$1.25M 0.37% 77

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

Atlas Capital Advisors's MS Position: Q2 2026 in Review

Atlas Capital Advisors increased its Morgan Stanley (MS) stake by 3.4% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,941 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #322.

Atlas Capital Advisors first reported a position in MS in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.22M in Q1 2018. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Atlas Capital Advisors held 1,941 shares of Morgan Stanley worth $406K as of Q2 2026.
  • Atlas Capital Advisors bought 64 Morgan Stanley shares in Q2 2026, an estimated $12.7K.
  • Morgan Stanley made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2026, its #322 holding.
  • Atlas Capital Advisors first reported a position in Morgan Stanley in Q1 2018 and has held it in 26 quarters since.
  • Atlas Capital Advisors's Morgan Stanley position peaked at $1.22M in Q1 2018.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.