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Atlas Legacy Advisors’s Morgan Stanley MS Stock Holding History

Atlas Legacy 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 		$2.67M Buy
13,807
+6,160
+81% +$1.22M 0.39% 49
2026
Q1 		$1.26M Sell
7,647
-8,747
-53% -$1.51M 0.23% 73
2025
Q4 		$2.95M Sell
16,394
-767
-4% -$128K 0.52% 44
2025
Q3 		$2.73M Buy
17,161
+7,785
+83% +$1.15M 0.53% 44
2025
Q2 		$1.32M Sell
9,376
-23
-0.2% -$2.83K 0.29% 62
2025
Q1 		$1.1M Sell
9,399
-6
-0.1% -$773 0.28% 64
2024
Q4 		$1.18M Buy
+9,405
New +$1.16M 0.29% 55

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 Legacy Advisors's MS Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Morgan Stanley (MS) stake by 81% in Q2 2026, buying an estimated $1.22M and bringing the position to 13,807 shares worth $2.67M. The position accounts for 0.39% of the portfolio, ranked #49.

Atlas Legacy Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.95M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Atlas Legacy Advisors held 13,807 shares of Morgan Stanley worth $2.67M as of Q2 2026.
  • Atlas Legacy Advisors bought 6,160 Morgan Stanley shares in Q2 2026, an estimated $1.22M.
  • Morgan Stanley made up 0.39% of Atlas Legacy Advisors's portfolio in Q2 2026, its #49 holding.
  • Atlas Legacy Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Morgan Stanley position peaked at $2.95M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.