Morgan Stanley
ATLC icon

Morgan Stanley’s Atlanticus Holdings ATLC Stock Holding History

Morgan Stanley’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$687K Sell
13,095
-5,535
-30% -$310K ﹤0.01% 5321
2025
Q4 		$1.25M Sell
18,630
-69,736
-79% -$4.1M ﹤0.01% 5071
2025
Q3 		$5.18M Buy
88,366
+45,109
+104% +$2.72M ﹤0.01% 4120
2025
Q2 		$2.37M Buy
43,257
+33,549
+346% +$1.74M ﹤0.01% 4590
2025
Q1 		$497K Sell
9,708
-5,100
-34% -$278K ﹤0.01% 5326
2024
Q4 		$826K Sell
14,808
-2,334
-14% -$111K ﹤0.01% 5184
2024
Q3 		$601K Buy
17,142
+9,329
+119% +$308K ﹤0.01% 5313
2024
Q2 		$220K Sell
7,813
-1,853
-19% -$49.5K ﹤0.01% 5624
2024
Q1 		$286K Sell
9,666
-13,828
-59% -$458K ﹤0.01% 5585
2023
Q4 		$909K Buy
23,494
+18,629
+383% +$586K ﹤0.01% 5338
2023
Q3 		$147K Sell
4,865
-2,826
-37% -$102K ﹤0.01% 5712
2023
Q2 		$323K Buy
7,691
+481
+7% +$15.8K ﹤0.01% 5430
2023
Q1 		$196K Sell
7,210
-2,035
-22% -$61.2K ﹤0.01% 5714
2022
Q4 		$242K Buy
9,245
+1,992
+27% +$53.1K ﹤0.01% 5581
2022
Q3 		$190K Buy
7,253
+490
+7% +$16.8K ﹤0.01% 5748
2022
Q2 		$237K Sell
6,763
-5,522
-45% -$222K ﹤0.01% 5804
2022
Q1 		$637K Buy
12,285
+3,617
+42% +$217K ﹤0.01% 5263
2021
Q4 		$617K Sell
8,668
-11,765
-58% -$787K ﹤0.01% 5414
2021
Q3 		$1.08M Buy
20,433
+17,483
+593% +$853K ﹤0.01% 4999
2021
Q2 		$118K Sell
2,950
-274
-8% -$9.6K ﹤0.01% 6280
2021
Q1 		$98K Sell
3,224
-3,926
-55% -$109K ﹤0.01% 6019
2020
Q4 		$176K Buy
7,150
+4,431
+163% +$72.4K ﹤0.01% 5653
2020
Q3 		$32K Sell
2,719
-1,050
-28% -$10.6K ﹤0.01% 5875
2020
Q2 		$39K Buy
3,769
+1,083
+40% +$14.4K ﹤0.01% 5756
2020
Q1 		$27K Buy
2,686
+1,336
+99% +$15.6K ﹤0.01% 5703
2019
Q4 		$12K Sell
1,350
-193
-13% -$1.53K ﹤0.01% 6214
2019
Q3 		$13K Buy
1,543
+1,393
+929% +$8.58K ﹤0.01% 6126
2019
Q2 		$1K Hold
150
– – ﹤0.01% 6515
2019
Q1 		$1K Hold
150
– – ﹤0.01% 6496
2018
Q4 		$1K Sell
150
-1,000
-87% -$3.43K ﹤0.01% 6478
2018
Q3 		$3K Hold
1,150
– – ﹤0.01% 6504
2018
Q2 		$2K Hold
1,150
– – ﹤0.01% 6537
2018
Q1 		$2K Hold
1,150
– – ﹤0.01% 6491
2017
Q4 		$3K Buy
1,150
+1,000
+667% +$2.32K ﹤0.01% 6392
2017
Q3 		$0 Hold
150
– – ﹤0.01% 6526
2017
Q2 		$0 Hold
150
– – ﹤0.01% 6584
2017
Q1 		$0 Buy
+150
New +$408 ﹤0.01% 6567
2016
Q3 		– Sell
-246
Closed -$1K – 6501
2016
Q2 		$1K Sell
246
-14,512
-98% -$43.4K ﹤0.01% 6412
2016
Q1 		$44K Sell
14,758
-722
-5% -$2.23K ﹤0.01% 5664
2015
Q4 		$50K Sell
15,480
-384
-2% -$1.22K ﹤0.01% 5714
2015
Q3 		$59K Sell
15,864
-894
-5% -$3.45K ﹤0.01% 5663
2015
Q2 		$59K Sell
16,758
-4,521
-21% -$12.3K ﹤0.01% 5794
2015
Q1 		$46K Sell
21,279
-8,418
-28% -$22K ﹤0.01% 5829
2014
Q4 		$73K Sell
29,697
-5,367
-15% -$10.2K ﹤0.01% 5674
2014
Q3 		$63K Sell
35,064
-408
-1% -$1.06K ﹤0.01% 5651
2014
Q2 		$100K Buy
35,472
+51
+0.1% +$138 ﹤0.01% 5498
2014
Q1 		$87K Sell
35,421
-1,687
-5% -$4.65K ﹤0.01% 5505
2013
Q4 		$131K Sell
37,108
-3,380
-8% -$11.9K ﹤0.01% 5239
2013
Q3 		$149K Sell
40,488
-13,305
-25% -$48.7K ﹤0.01% 4988
2013
Q2 		$192K Buy
+53,793
New +$202K ﹤0.01% 4863

Other funds holding ATLC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley's ATLC Position: Q1 2026 in Review

Morgan Stanley reduced its Atlanticus Holdings (ATLC) stake by 30% in Q1 2026, selling an estimated $310K and leaving 13,095 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #5321.

Morgan Stanley first reported a position in ATLC in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.18M in Q3 2025. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • Morgan Stanley held 13,095 shares of Atlanticus Holdings worth $687K as of Q1 2026.
  • Morgan Stanley sold 5,535 Atlanticus Holdings shares in Q1 2026, an estimated $310K.
  • Atlanticus Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5321 holding.
  • Morgan Stanley first reported a position in Atlanticus Holdings in Q2 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Atlanticus Holdings position peaked at $5.18M in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.