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Atlas Private Wealth Advisors’s Morgan Stanley MS Stock Holding History

Atlas Private Wealth 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
2025
Q3 		– Sell
-1,791
Closed -$252K – 179
2025
Q2 		$252K Buy
+1,791
New +$220K 0.03% 173
2023
Q4 		– Sell
-21,750
Closed -$1.78M – 180
2023
Q3 		$1.78M Buy
21,750
+12
+0.1% +$1.04K 0.34% 51
2023
Q2 		$1.86M Buy
21,738
+10,916
+101% +$934K 0.38% 48
2023
Q1 		$950K Buy
10,822
+4
+0% +$373 0.44% 44
2022
Q4 		$920K Sell
10,818
-68
-0.6% -$5.79K 0.49% 42
2022
Q3 		$860K Buy
10,886
+25
+0.2% +$2.11K 0.52% 42
2022
Q2 		$826K Buy
10,861
+33
+0.3% +$2.7K 0.5% 47
2022
Q1 		$946K Sell
10,828
-153
-1% -$14.8K 0.42% 47
2021
Q4 		$1.08M Sell
10,981
-3
-0% -$299 0.5% 51
2021
Q3 		$1.07M Sell
10,984
-430
-4% -$42.6K 0.56% 38
2021
Q2 		$1.05M Sell
11,414
-55
-0.5% -$4.72K 0.57% 37
2021
Q1 		$891K Buy
11,469
+23
+0.2% +$1.76K 0.5% 44
2020
Q4 		$784K Sell
11,446
-534
-4% -$30.6K 0.53% 40
2020
Q3 		$579K Sell
11,980
-670
-5% -$33.8K 0.48% 46
2020
Q2 		$611K Buy
+12,650
New +$531K 0.54% 42

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atlas Private Wealth Advisors's MS Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 1,791 shares — an estimated $252K sold.

Atlas Private Wealth Advisors first reported a position in MS in Q2 2020 and held it in 15 quarters. The position peaked at $1.86M in Q2 2023. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,791 Morgan Stanley shares in Q3 2025, an estimated $252K.
  • Atlas Private Wealth Advisors first reported a position in Morgan Stanley in Q2 2020 and held it in 15 quarters.
  • Atlas Private Wealth Advisors's Morgan Stanley position peaked at $1.86M in Q2 2023.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.