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

Aries 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
Q2 		$357K Hold
1,707
– – 0.07% 185
2026
Q1 		$281K Hold
1,707
– – 0.06% 196
2025
Q4 		$303K Hold
1,707
– – 0.07% 185
2025
Q3 		$271K Sell
1,707
-1
-0.1% -$148 0.06% 197
2025
Q2 		$241K Buy
+1,708
New +$210K 0.06% 201
2025
Q1 		– Sell
-1,708
Closed -$215K – 232
2024
Q4 		$215K Buy
+1,708
New +$210K 0.06% 208

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aries Wealth Management's MS Position: Q2 2026 in Review

Aries Wealth Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,707 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #185.

Aries Wealth Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Aries Wealth Management held 1,707 shares of Morgan Stanley worth $357K as of Q2 2026.
  • Aries Wealth Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Aries Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.