AP
MS icon

Atwood & Palmer’s Morgan Stanley MS Stock Holding History

Atwood & Palmer’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 		$26.5K Hold
127
– – ﹤0.01% 303
2026
Q1 		$20.9K Buy
127
+42
+49% +$7.27K ﹤0.01% 318
2025
Q4 		$15.1K Hold
85
– – ﹤0.01% 349
2025
Q3 		$13.5K Hold
85
– – ﹤0.01% 362
2025
Q2 		$12K Hold
85
– – ﹤0.01% 371
2025
Q1 		$9.92K Hold
85
– – ﹤0.01% 330
2024
Q4 		$10.7K Hold
85
– – ﹤0.01% 334
2024
Q3 		$8.86K Hold
85
– – ﹤0.01% 348
2024
Q2 		$8.26K Hold
85
– – ﹤0.01% 348
2024
Q1 		$8K Hold
85
– – ﹤0.01% 321
2023
Q4 		$7.93K Sell
85
-205
-71% -$16.4K ﹤0.01% 327
2023
Q3 		$23.7K Hold
290
– – ﹤0.01% 259
2023
Q2 		$24.8K Hold
290
– – ﹤0.01% 263
2023
Q1 		$25.5K Hold
290
– – ﹤0.01% 247
2022
Q4 		$24.7K Hold
290
– – ﹤0.01% 269
2022
Q3 		$23K Hold
290
– – ﹤0.01% 256
2022
Q2 		$22K Buy
290
+135
+87% +$11.1K ﹤0.01% 284
2022
Q1 		$14K Hold
155
– – ﹤0.01% 343
2021
Q4 		$15K Sell
155
-35
-18% -$3.49K ﹤0.01% 338
2021
Q3 		$18K Buy
190
+120
+171% +$11.9K ﹤0.01% 314
2021
Q2 		$6K Sell
70
-200
-74% -$17.1K ﹤0.01% 353
2021
Q1 		$21K Buy
+270
New +$20.7K ﹤0.01% 288
2015
Q3 		– Sell
-512
Closed -$20K – 453
2015
Q2 		$20K Buy
512
+288
+129% +$11K ﹤0.01% 247
2015
Q1 		$8K Hold
224
– – ﹤0.01% 281
2014
Q4 		$9K Hold
224
– – ﹤0.01% 306
2014
Q3 		$8K Buy
+224
New +$7.46K ﹤0.01% 319

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer's MS Position: Q2 2026 in Review

Atwood & Palmer held its Morgan Stanley (MS) position steady in Q2 2026 at 127 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Atwood & Palmer first reported a position in MS in Q3 2014 and has held it in 26 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Atwood & Palmer held 127 shares of Morgan Stanley worth $26.5K as of Q2 2026.
  • Atwood & Palmer left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #303 holding.
  • Atwood & Palmer first reported a position in Morgan Stanley in Q3 2014 and has held it in 26 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.