Patton Albertson Miller Group’s Morgan Stanley MS Stock Holding History

Patton Albertson Miller Group’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 Q3	–	Sell	-8,011	Closed	-$1.13M	–	217
2025 Q2	$1.13M	Sell	8,011 -42	-0.5%	-$5.16K	0.15%	111
2025 Q1	$940K	Buy	8,053 +30	+0.4%	+$3.87K	0.14%	121
2024 Q4	$1.01M	Buy	8,023 +60	+0.8%	+$7.39K	0.13%	114
2024 Q3	$830K	Buy	7,963 +52	+0.7%	+$5.24K	0.11%	120
2024 Q2	$769K	Buy	+7,911	New	+$753K	0.11%	123
2018 Q4	–	Sell	-378	Closed	-$16K	–	217
2018 Q3	$16K	Buy	+378	New	+$18.5K	0.01%	225

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Patton Albertson Miller Group's MS Position: Q3 2025 in Review

Patton Albertson Miller Group sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 8,011 shares — an estimated $1.13M sold.

Patton Albertson Miller Group first reported a position in MS in Q3 2018 and held it in 6 quarters. The position peaked at $1.13M in Q2 2025. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Patton Albertson Miller Group reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
Patton Albertson Miller Group sold 8,011 Morgan Stanley shares in Q3 2025, an estimated $1.13M.
Patton Albertson Miller Group first reported a position in Morgan Stanley in Q3 2018 and held it in 6 quarters.
Patton Albertson Miller Group's Morgan Stanley position peaked at $1.13M in Q2 2025.
2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Patton Albertson Miller Group's 13F filing for Q3 2025, filed 3 Nov 2025.