AWM
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Ariadne Wealth Management’s Morgan Stanley MS Stock Holding History

Ariadne Wealth 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 		$388K Sell
2,360
-233
-9% -$40.3K 0.17% 129
2025
Q4 		$436K Buy
2,593
+245
+10% +$40.9K 0.18% 120
2025
Q3 		$389K Sell
2,348
-299
-11% -$44.2K 0.17% 124
2025
Q2 		$394K Buy
2,647
+438
+20% +$53.8K 0.19% 112
2025
Q1 		$271K Sell
2,209
-372
-14% -$47.9K 0.14% 155
2024
Q4 		$357K Hold
2,581
– – 0.16% 127
2024
Q3 		$334K Buy
+2,581
New +$260K 0.18% 117

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ariadne Wealth Management's MS Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Morgan Stanley (MS) stake by 9% in Q1 2026, selling an estimated $40.3K and leaving 2,360 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #129.

Ariadne Wealth Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $436K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ariadne Wealth Management held 2,360 shares of Morgan Stanley worth $388K as of Q1 2026.
  • Ariadne Wealth Management sold 233 Morgan Stanley shares in Q1 2026, an estimated $40.3K.
  • Morgan Stanley made up 0.17% of Ariadne Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Ariadne Wealth Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Morgan Stanley position peaked at $436K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.