AOTG β€” EA SERIES TRUST

Ownership history in MORGAN STANLEY  Β·  6 quarters on record

AI Ownership Summary

MORGAN STANLEY reported EA SERIES TRUST (AOTG) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. The latest visible filing shows AOTG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AOTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGAN STANLEY's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AOTG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MORGAN STANLEY held AOTG β€” position size vs. price
% of Fund (quarterly)    AOTG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 846 β€” 0% 0.00% $47K 2026-02-14 (Est.) $49.66
2025 Q3 UNCHANGED 846 β€” 0% 0.00% $46K 2025-11-14 $55.53
2025 Q2 UNCHANGED 846 β€” 0% 0.00% $42K 2025-08-14 $51.74
2025 Q1 UNCHANGED 846 β€” 0% 0.00% $33K 2025-05-15 $46.24
2024 Q4 UNCHANGED 846 β€” 0% 0.00% $38K 2025-02-14 $47.52
2024 Q3 INITIATED 846 β€” β€” 0.00% $35K 2024-11-14 $46.31

🏒 Other funds also holding AOTG

As of 2025 Q4 β€” sorted by position size

Harvest Investment Services, LLC 3Y 7Y 0.22% GTS SECURITIES LLC 0.06% UNITED CAPITAL FINANCIAL ADVISORS, LLC 3Y 7Y 0.0%

FAQ About MORGAN STANLEY and AOTG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGAN STANLEY reported owning AOTG?

MORGAN STANLEY reported AOTG across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AOTG position in MORGAN STANLEY's portfolio?

The largest reported portfolio weight for AOTG was 0.00% in 2025 Q4.

What is the latest reported AOTG position on this page?

The most recent filing on this page is 2025 Q4, when MORGAN STANLEY reported 846 shares, equal to 0.00% of portfolio, with an estimated market value of $47K.

What does the chart on this AOTG ownership page compare?

The chart compares MORGAN STANLEY's quarterly AOTG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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