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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
Q2 		$5.12M Buy
24,480
+2,681
+12% +$531K 0.13% 132
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 $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

Atomi Financial Group's MS Position: Q2 2026 in Review

Atomi Financial Group increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $531K and bringing the position to 24,480 shares worth $5.12M. The position accounts for 0.13% of the portfolio, ranked #132.

Atomi Financial Group first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Atomi Financial Group held 24,480 shares of Morgan Stanley worth $5.12M as of Q2 2026.
  • Atomi Financial Group bought 2,681 Morgan Stanley shares in Q2 2026, an estimated $531K.
  • Morgan Stanley made up 0.13% of Atomi Financial Group's portfolio in Q2 2026, its #132 holding.
  • Atomi Financial Group first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.