Ares Financial Consulting
MS icon

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
Q3 		$135K Buy
717
+123
+21% +$26.1K 0.09% 116
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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Dimensional Fund Advisors
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Bank of Montreal
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Ares Financial Consulting's MS Position: Q3 2026 in Review

Ares Financial Consulting increased its Morgan Stanley (MS) stake by 21% in Q3 2026, buying an estimated $26.1K and bringing the position to 717 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #116.

Ares Financial Consulting first reported a position in MS in Q4 2025 and has held it in 4 quarters since. 1,749 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Ares Financial Consulting held 717 shares of Morgan Stanley worth $135K as of Q3 2026.
  • Ares Financial Consulting bought 123 Morgan Stanley shares in Q3 2026, an estimated $26.1K.
  • Morgan Stanley made up 0.09% of Ares Financial Consulting's portfolio in Q3 2026, its #116 holding.
  • Ares Financial Consulting first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.