13F

Stock

Morgan Stanley

Ticker not mapped · held by 5 managers

Reported value

$593.9K

Holders

5

+1 new · −2 exited

Holders’ est. mark

−$16K

Price effect on 4 books still in the name

Largest holder

$432.5K

Atlas Wealth LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Atlas Wealth LLC25.2K$432.5K−$11.8KCut−$144K
McMillan Office, Inc.7K$120.2K−$3.29KCut−$3.29K
THOMPSON INVESTMENT MANAGEMENT, INC.1K$17.2K−$470Cut−$470
PNC Financial Services Group, Inc.801$13.8K−$377Cut−$3.27K
First Command Advisory Services, Inc.593$10.3KNew

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.