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

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Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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