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Atomi Financial Group’s Morgan Stanley MS Stock Holding History

Atomi Financial Group’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 		$3.59M Sell
21,799
-1,238
-5% -$214K 0.11% 147
2025
Q4 		$4.09M Buy
23,037
+2,743
+14% +$458K 0.12% 136
2025
Q3 		$3.23M Buy
20,294
+750
+4% +$111K 0.1% 143
2025
Q2 		$2.75M Buy
19,544
+4,314
+28% +$530K 0.1% 145
2025
Q1 		$1.78M Buy
15,230
+10
+0.1% +$1.29K 0.08% 189
2024
Q4 		$1.91M Buy
15,220
+2,327
+18% +$287K 0.1% 150
2024
Q3 		$1.34M Buy
12,893
+107
+0.8% +$10.8K 0.08% 184
2024
Q2 		$1.24M Buy
12,786
+5,891
+85% +$561K 0.09% 178
2024
Q1 		$649K Buy
6,895
+1,142
+20% +$101K 0.06% 266
2023
Q4 		$536K Buy
5,753
+2,753
+92% +$220K 0.07% 249
2023
Q3 		$245K Buy
+3,000
New +$260K 0.08% 286

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atomi Financial Group's MS Position: Q1 2026 in Review

Atomi Financial Group reduced its Morgan Stanley (MS) stake by 5.4% in Q1 2026, selling an estimated $214K and leaving 21,799 shares worth $3.59M. The position accounts for 0.11% of the portfolio, ranked #147.

Atomi Financial Group first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.09M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Atomi Financial Group held 21,799 shares of Morgan Stanley worth $3.59M as of Q1 2026.
  • Atomi Financial Group sold 1,238 Morgan Stanley shares in Q1 2026, an estimated $214K.
  • Morgan Stanley made up 0.11% of Atomi Financial Group's portfolio in Q1 2026, its #147 holding.
  • Atomi Financial Group first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Morgan Stanley position peaked at $4.09M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.