Atticus Wealth Management »

Morgan Stanley shares owned by Atticus Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Atticus Wealth Management from 13F filings

Historical chart of Atticus Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $962k 6.0k 158.97
2025-06-30 $581k 4.1k 140.86
2025-03-31 $99k 850 116.67
2024-12-31 $107k 850 125.72
2024-09-30 $89k 850 104.24
2024-06-30 $83k 855 97.19
2024-03-31 $81k 855 94.16
2023-12-31 $80k 855 93.25
2023-09-30 $75k 872 85.40
2023-06-30 $75k 872 85.40
2023-03-31 $75k 855 87.80
2022-12-31 $73k 855 85.02
2022-09-30 $66k 866 76.21
2022-06-30 $66k 866 76.21
2022-03-31 $12k 137 87.59
2021-12-31 $12k 126 95.24
2019-12-31 $1.0k 14 71.43