AWM
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Atticus Wealth Management’s Morgan Stanley MS Stock Holding History

Atticus Wealth Management’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 		$1.47M Buy
7,031
+997
+17% +$197K 0.35% 52
2026
Q1 		$993K Sell
6,034
-34
-0.6% -$5.89K 0.27% 60
2025
Q4 		$1.08M Buy
6,068
+19
+0.3% +$3.17K 0.27% 60
2025
Q3 		$962K Buy
6,049
+1,927
+47% +$285K 0.24% 61
2025
Q2 		$581K Buy
4,122
+3,272
+385% +$402K 0.16% 81
2025
Q1 		$99.2K Hold
850
– – 0.03% 165
2024
Q4 		$107K Hold
850
– – 0.03% 161
2024
Q3 		$88.6K Sell
850
-5
-0.6% -$504 0.03% 181
2024
Q2 		$83.1K Hold
855
– – 0.03% 182
2024
Q1 		$80.5K Hold
855
– – 0.03% 192
2023
Q4 		$79.7K Sell
855
-17
-2% -$1.36K 0.03% 194
2023
Q3 		$71.2K Hold
872
– – 0.03% 209
2023
Q2 		$74.5K Buy
872
+17
+2% +$1.45K 0.03% 211
2023
Q1 		$75.1K Hold
855
– – 0.03% 204
2022
Q4 		$72.7K Sell
855
-11
-1% -$938 0.03% 211
2022
Q3 		$66K Hold
866
– – 0.03% 209
2022
Q2 		$66K Buy
866
+729
+532% +$59.7K 0.03% 229
2022
Q1 		$12K Buy
137
+11
+9% +$1.06K ﹤0.01% 392
2021
Q4 		$12K Buy
+126
New +$12.6K ﹤0.01% 350
2020
Q1 		– Sell
-14
Closed -$1K – 384
2019
Q4 		$1K Buy
+14
New +$663 ﹤0.01% 339

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Atticus Wealth Management's MS Position: Q2 2026 in Review

Atticus Wealth Management increased its Morgan Stanley (MS) stake by 17% in Q2 2026, buying an estimated $197K and bringing the position to 7,031 shares worth $1.47M. The position accounts for 0.35% of the portfolio, ranked #52.

Atticus Wealth Management first reported a position in MS in Q4 2019 and has held it in 20 quarters since. 1,004 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Atticus Wealth Management held 7,031 shares of Morgan Stanley worth $1.47M as of Q2 2026.
  • Atticus Wealth Management bought 997 Morgan Stanley shares in Q2 2026, an estimated $197K.
  • Morgan Stanley made up 0.35% of Atticus Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Atticus Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 20 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.