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Atria Wealth Solutions’s Morgan Stanley MS Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.39M Sell
16,958
-25,695
-60% -$3.16M 0.05% 372
2025
Q1 		$4.98M Sell
42,653
-5,730
-12% -$738K 0.06% 336
2024
Q4 		$6.08M Buy
48,383
+2,315
+5% +$285K 0.07% 304
2024
Q3 		$4.8M Sell
46,068
-6,891
-13% -$694K 0.05% 361
2024
Q2 		$5.15M Sell
52,959
-3,071
-5% -$292K 0.06% 334
2024
Q1 		$5.28M Buy
56,030
+4,244
+8% +$374K 0.06% 326
2023
Q4 		$4.83M Buy
51,786
+211
+0.4% +$16.9K 0.06% 319
2023
Q3 		$4.21M Buy
51,575
+12,817
+33% +$1.11M 0.06% 333
2023
Q2 		$3.31M Buy
38,758
+307
+0.8% +$26.3K 0.05% 402
2023
Q1 		$3.38M Sell
38,451
-4,718
-11% -$440K 0.05% 372
2022
Q4 		$3.67M Sell
43,169
-5,478
-11% -$467K 0.06% 328
2022
Q3 		$3.84M Buy
48,647
+16,140
+50% +$1.36M 0.07% 290
2022
Q2 		$2.47M Sell
32,507
-18,121
-36% -$1.48M 0.05% 380
2022
Q1 		$4.42M Buy
+50,628
New +$4.88M 0.07% 277

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atria Wealth Solutions's MS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Morgan Stanley (MS) stake by 60% in Q2 2025, selling an estimated $3.16M and leaving 16,958 shares worth $2.39M. The position accounts for 0.05% of the portfolio, ranked #372.

Atria Wealth Solutions first reported a position in MS in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.08M in Q4 2024. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Atria Wealth Solutions held 16,958 shares of Morgan Stanley worth $2.39M as of Q2 2025.
  • Atria Wealth Solutions sold 25,695 Morgan Stanley shares in Q2 2025, an estimated $3.16M.
  • Morgan Stanley made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #372 holding.
  • Atria Wealth Solutions first reported a position in Morgan Stanley in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Morgan Stanley position peaked at $6.08M in Q4 2024.
  • 2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.