Atlas Wealth LLC
- SEC CIK
- 0001964106
- Latest filing
- Jul 28, 2026
MS.PA holding history
Morgan Stanley in every 13F filed by Atlas Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MS.PA overviewAll 13F holders of MS.PAFull Q2 2026 holdings
- Shares (Q2 2026)
- 120,500
- Value
- $2.27M
- % of portfolio
- 0.3%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 120,500 | $2.27M | 0.3% | −29,140−19.5% | Reduced | Holders |
| Q1 2026 | 149,640 | $2.83M | 0.8% | −21,332−12.5% | Reduced | Holders |
| Q4 2025 | 170,972 | $3.30M | 1.0% | −19,553−10.3% | Reduced | Holders |
| Q3 2025 | 190,525 | $4.08M | 1.3% | −2,743−1.4% | Reduced | Holders |
| Q2 2025 | 193,268 | $4.17M | 1.5% | −3,757−1.9% | Reduced | Holders |
| Q1 2025 | 197,025 | $4.49M | 1.8% | −85,102−30.2% | Reduced | Holders |
| Q4 2024 | 282,127 | $6.71M | 2.5% | −71,787−20.3% | Reduced | Holders |
| Q3 2024 | 353,914 | $8.08M | 3.5% | −36,729−9.4% | Reduced | Holders |
| Q2 2024 | 390,643 | $8.93M | 1.4% | −48,186−11.0% | Reduced | Holders |
| Q1 2024 | 438,829 | $9.96M | 4.9% | −72,987−14.3% | Reduced | Holders |
| Q4 2023 | 511,816 | $11.1M | 6.0% | 00.0% | Unchanged | Holders |
| Q3 2023 | 511,816 | $11.1M | 2.1% | +4,388+0.9% | Added | Holders |
| Q2 2023 | 507,428 | $10.9M | 2.0% | −2,736−0.5% | Reduced | Holders |
| Q1 2023 | 510,164 | $10.6M | 2.1% | +510,164 | New | Holders |