AR Asset Management’s Morgan Stanley MS Stock Holding History

AR Asset Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.88M	Hold	11,400	–	–	0.36%	55
2025 Q4	$2.02M	Hold	11,400	–	–	0.41%	52
2025 Q3	$1.81M	Hold	11,400	–	–	0.38%	55
2025 Q2	$1.61M	Hold	11,400	–	–	0.36%	62
2025 Q1	$1.33M	Hold	11,400	–	–	0.3%	65
2024 Q4	$1.43M	Hold	11,400	–	–	0.32%	62
2024 Q3	$1.19M	Hold	11,400	–	–	0.26%	67
2024 Q2	$1.11M	Hold	11,400	–	–	0.27%	67
2024 Q1	$1.07M	Hold	11,400	–	–	0.26%	66
2023 Q4	$1.06M	Hold	11,400	–	–	0.28%	65
2023 Q3	$931K	Hold	11,400	–	–	0.26%	65
2023 Q2	$974K	Hold	11,400	–	–	0.26%	67
2023 Q1	$1M	Hold	11,400	–	–	0.27%	64
2022 Q4	$969K	Hold	11,400	–	–	0.28%	63
2022 Q3	$901K	Hold	11,400	–	–	0.27%	70
2022 Q2	$867K	Hold	11,400	–	–	0.25%	75
2022 Q1	$996K	Hold	11,400	–	–	0.25%	73
2021 Q4	$1.12M	Hold	11,400	–	–	0.28%	67
2021 Q3	$1.11M	Hold	11,400	–	–	0.31%	64
2021 Q2	$1.04M	Hold	11,400	–	–	0.29%	67
2021 Q1	$885K	Hold	11,400	–	–	0.26%	68
2020 Q4	$781K	Hold	11,400	–	–	0.25%	71
2020 Q3	$551K	Hold	11,400	–	–	0.19%	83
2020 Q2	$551K	Hold	11,400	–	–	0.21%	84
2020 Q1	$388K	Buy	+11,400	New	+$537K	0.16%	96

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AR Asset Management's MS Position: Q1 2026 in Review

AR Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 11,400 shares worth $1.88M. The position accounts for 0.36% of the portfolio, ranked #55.

AR Asset Management first reported a position in MS in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.02M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

AR Asset Management held 11,400 shares of Morgan Stanley worth $1.88M as of Q1 2026.
AR Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.36% of AR Asset Management's portfolio in Q1 2026, its #55 holding.
AR Asset Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 25 quarters since.
AR Asset Management's Morgan Stanley position peaked at $2.02M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AR Asset Management's 13F filing for Q1 2026, filed 13 May 2026.