Atomic Invest
MS icon

Atomic Invest’s Morgan Stanley MS Stock Holding History

Atomic Invest’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
Q3 		$43.2K Sell
230
-12
-5% -$2.55K 0.01% 168
2026
Q2 		$51.3K Buy
242
+28
+13% +$5.54K ﹤0.01% 122
2026
Q1 		$33.9K Sell
214
-34
-14% -$5.89K 0.02% 142
2025
Q4 		$44.4K Buy
+248
New +$41.4K 0.03% 90

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Atomic Invest's MS Position: Q3 2026 in Review

Atomic Invest reduced its Morgan Stanley (MS) stake by 5% in Q3 2026, selling an estimated $2.55K and leaving 230 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #168.

Atomic Invest first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $51.3K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Atomic Invest held 230 shares of Morgan Stanley worth $43.2K as of Q3 2026.
  • Atomic Invest sold 12 Morgan Stanley shares in Q3 2026, an estimated $2.55K.
  • Morgan Stanley made up 0.01% of Atomic Invest's portfolio in Q3 2026, its #168 holding.
  • Atomic Invest first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Atomic Invest's Morgan Stanley position peaked at $51.3K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.