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Atria Investments’s Morgan Stanley MS Stock Holding History

Atria Investments’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 		$12.2M Buy
74,105
+2,368
+3% +$410K 0.14% 152
2025
Q4 		$12.7M Sell
71,737
-2,682
-4% -$447K 0.14% 141
2025
Q3 		$11.8M Sell
74,419
-11,418
-13% -$1.69M 0.14% 153
2025
Q2 		$12.1M Sell
85,837
-16,908
-16% -$2.08M 0.14% 150
2025
Q1 		$12M Sell
102,745
-2,550
-2% -$329K 0.15% 151
2024
Q4 		$13.2M Sell
105,295
-568
-0.5% -$70K 0.16% 137
2024
Q3 		$11M Buy
105,863
+9,917
+10% +$999K 0.14% 165
2024
Q2 		$9.32M Buy
95,946
+7,054
+8% +$671K 0.12% 184
2024
Q1 		$8.37M Buy
88,892
+2,944
+3% +$259K 0.12% 204
2023
Q4 		$8.01M Buy
85,948
+5,313
+7% +$425K 0.12% 200
2023
Q3 		$6.59M Buy
80,635
+5,580
+7% +$484K 0.12% 215
2023
Q2 		$6.41M Sell
75,055
-1,400
-2% -$120K 0.12% 206
2023
Q1 		$6.71M Buy
76,455
+24,105
+46% +$2.25M 0.13% 197
2022
Q4 		$4.45M Sell
52,350
-2,271
-4% -$194K 0.09% 276
2022
Q3 		$4.32M Sell
54,621
-8,360
-13% -$705K 0.1% 263
2022
Q2 		$4.79M Sell
62,981
-12,811
-17% -$1.05M 0.1% 238
2022
Q1 		$6.62M Buy
75,792
+4,746
+7% +$458K 0.12% 207
2021
Q4 		$6.97M Buy
71,046
+19,066
+37% +$1.9M 0.12% 198
2021
Q3 		$5.06M Sell
51,980
-3,468
-6% -$344K 0.09% 245
2021
Q2 		$5.08M Buy
55,448
+9,715
+21% +$833K 0.1% 234
2021
Q1 		$3.55M Buy
45,733
+3,296
+8% +$253K 0.08% 293
2020
Q4 		$2.91M Buy
42,437
+6,283
+17% +$361K 0.07% 307
2020
Q3 		$1.75M Buy
36,154
+532
+1% +$26.8K 0.05% 376
2020
Q2 		$1.72M Buy
+35,622
New +$1.5M 0.06% 353
2020
Q1 		– Sell
-29,869
Closed -$1.53M – 952
2019
Q4 		$1.53M Buy
29,869
+9,480
+46% +$449K 0.04% 394
2019
Q3 		$870K Buy
20,389
+377
+2% +$16.1K 0.03% 457
2019
Q2 		$789K Sell
20,012
-1,755
-8% -$78.3K 0.03% 468
2019
Q1 		$919K Sell
21,767
-18,613
-46% -$783K 0.04% 381
2018
Q4 		$1.6M Buy
40,380
+10,763
+36% +$470K 0.07% 211
2018
Q3 		$1.38M Buy
29,617
+3,624
+14% +$177K 0.05% 310
2018
Q2 		$1.23M Buy
25,993
+3,837
+17% +$200K 0.05% 335
2018
Q1 		$1.2M Sell
22,156
-854
-4% -$47.3K 0.06% 314
2017
Q4 		$1.21M Buy
23,010
+4,547
+25% +$230K 0.06% 294
2017
Q3 		$889K Buy
18,463
+7,490
+68% +$347K 0.05% 336
2017
Q2 		$489K Buy
10,973
+309
+3% +$13.3K 0.03% 433
2017
Q1 		$457K Buy
10,664
+1,476
+16% +$65.5K 0.03% 414
2016
Q4 		$388K Buy
9,188
+171
+2% +$6.47K 0.03% 397
2016
Q3 		$289K Buy
+9,017
New +$269K 0.03% 407
2015
Q3 		– Sell
-6,581
Closed -$255K – 394
2015
Q2 		$255K Sell
6,581
-101
-2% -$3.84K 0.03% 336
2015
Q1 		$238K Sell
6,682
-618
-8% -$22.2K 0.03% 362
2014
Q4 		$283K Sell
7,300
-215
-3% -$7.65K 0.03% 341
2014
Q3 		$260K Buy
+7,515
New +$250K 0.03% 397

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

Atria Investments's MS Position: Q1 2026 in Review

Atria Investments increased its Morgan Stanley (MS) stake by 3.3% in Q1 2026, buying an estimated $410K and bringing the position to 74,105 shares worth $12.2M. The position accounts for 0.14% of the portfolio, ranked #152.

Atria Investments first reported a position in MS in Q3 2014 and has held it in 42 quarters since. The position peaked at $13.2M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Atria Investments held 74,105 shares of Morgan Stanley worth $12.2M as of Q1 2026.
  • Atria Investments bought 2,368 Morgan Stanley shares in Q1 2026, an estimated $410K.
  • Morgan Stanley made up 0.14% of Atria Investments's portfolio in Q1 2026, its #152 holding.
  • Atria Investments first reported a position in Morgan Stanley in Q3 2014 and has held it in 42 quarters since.
  • Atria Investments's Morgan Stanley position peaked at $13.2M in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.