Atom Investors’s Morgan Stanley MS Stock Holding History

Atom Investors’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 Q1	$1.34M	Buy	+8,150	New	+$1.41M	0.1%	311
2025 Q3	–	Sell	-6,234	Closed	-$878K	–	748
2025 Q2	$878K	Buy	+6,234	New	+$766K	0.08%	265
2024 Q1	–	Sell	-9,425	Closed	-$879K	–	645
2023 Q4	$879K	Sell	9,425 -3,273	-26%	-$262K	0.16%	200
2023 Q3	$1.04M	Buy	12,698 +7,193	+131%	+$625K	0.24%	126
2023 Q2	$470K	Buy	+5,505	New	+$471K	0.18%	113
2020 Q3	–	Sell	-15,922	Closed	-$769K	–	581
2020 Q2	$769K	Buy	+15,922	New	+$669K	0.05%	234

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atom Investors's MS Position: Q1 2026 in Review

Atom Investors opened a new position in Morgan Stanley (MS) in Q1 2026: 8,150 shares worth $1.34M. The stake represents 0.1% of the portfolio and ranks #311 among its holdings. This is a return to the name: Atom Investors previously reported a position in MS as recently as Q2 2025.

Atom Investors first reported a position in MS in Q2 2020 and has held it in 6 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Atom Investors held 8,150 shares of Morgan Stanley worth $1.34M as of Q1 2026.
Morgan Stanley was a new Atom Investors position in Q1 2026.
Morgan Stanley made up 0.1% of Atom Investors's portfolio in Q1 2026, its #311 holding.
Atom Investors first reported a position in Morgan Stanley in Q2 2020 and has held it in 6 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.