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Morgan Stanley shares owned by Atlas Legacy Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Atlas Legacy Advisors from 13F filings

Historical chart of Atlas Legacy Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Atlas Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 16k 177.53
2025-09-30 $2.7M 17k 158.96
2025-06-30 $1.3M 9.4k 140.86
2025-03-31 $1.1M 9.4k 116.67
2024-12-31 $1.2M 9.4k 125.72

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View all positions for Atlas Legacy Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley