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 csvQuarterly 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 |