Atticus Wealth Management
MS icon

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
Q3 		$1.31M Sell
6,959
-72
-1% -$15.3K 0.29% 56
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

Dimensional Fund Advisors
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Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Atticus Wealth Management's MS Position: Q3 2026 in Review

Atticus Wealth Management reduced its Morgan Stanley (MS) stake by 1% in Q3 2026, selling an estimated $15.3K and leaving 6,959 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #56.

Atticus Wealth Management first reported a position in MS in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.47M in Q2 2026. 1,413 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Atticus Wealth Management held 6,959 shares of Morgan Stanley worth $1.31M as of Q3 2026.
  • Atticus Wealth Management sold 72 Morgan Stanley shares in Q3 2026, an estimated $15.3K.
  • Morgan Stanley made up 0.29% of Atticus Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Atticus Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 21 quarters since.
  • Atticus Wealth Management's Morgan Stanley position peaked at $1.47M in Q2 2026.
  • 1,413 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.