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Ares Financial Consulting’s Morgan Stanley MS Stock Holding History

Ares Financial Consulting’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
Q2 		$124K Buy
594
+238
+67% +$47.1K 0.09% 124
2026
Q1 		$59.2K Hold
356
– – 0.05% 185
2025
Q4 		$63.2K Buy
+356
New +$59.4K 0.06% 139

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Principal Financial Group
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Sumitomo Mitsui Trust Group
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Citigroup
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
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Fifth Third Bancorp
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Ares Financial Consulting's MS Position: Q2 2026 in Review

Ares Financial Consulting increased its Morgan Stanley (MS) stake by 67% in Q2 2026, buying an estimated $47.1K and bringing the position to 594 shares worth $124K. The position accounts for 0.09% of the portfolio, ranked #124.

Ares Financial Consulting first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 1,506 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ares Financial Consulting held 594 shares of Morgan Stanley worth $124K as of Q2 2026.
  • Ares Financial Consulting bought 238 Morgan Stanley shares in Q2 2026, an estimated $47.1K.
  • Morgan Stanley made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #124 holding.
  • Ares Financial Consulting first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.