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Morgan Stanley shares owned by Atlantic Trust

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Atlantic Trust from 13F filings

Historical chart of Atlantic Trust investment in Morgan Stanley

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All positions including Morgan Stanley held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $117k 738 158.96
2025-06-30 $104k 738 140.86
2025-03-31 $126k 1.1k 116.67
2024-12-31 $151k 1.2k 125.72