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 Q2	–	Sell	-8,150	Closed	-$1.34M	–	946
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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atom Investors's MS Position: Q2 2026 in Review

Atom Investors sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 8,150 shares — an estimated $1.34M sold.

Atom Investors first reported a position in MS in Q2 2020 and held it in 6 quarters. The position peaked at $1.34M in Q1 2026. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Atom Investors reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Atom Investors sold 8,150 Morgan Stanley shares in Q2 2026, an estimated $1.34M.
Atom Investors first reported a position in Morgan Stanley in Q2 2020 and held it in 6 quarters.
Atom Investors's Morgan Stanley position peaked at $1.34M in Q1 2026.
2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.