Arista Wealth Management’s Morgan Stanley MS Stock Holding History

Arista 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	$1.02M	Sell	4,880 -2,997	-38%	-$593K	0.11%	101
2026 Q1	$1.3M	Buy	7,877 +3,121	+66%	+$540K	0.16%	87
2025 Q4	$844K	Sell	4,756 -2,244	-32%	-$374K	0.1%	101
2025 Q3	$1.11M	Buy	7,000 +2,000	+40%	+$295K	0.14%	94
2025 Q2	$704K	Buy	5,000 +400	+9%	+$49.1K	0.1%	116
2025 Q1	$537K	Sell	4,600 -215	-4%	-$27.7K	0.13%	39
2024 Q4	$605K	Hold	4,815	–	–	0.15%	37
2024 Q3	$502K	Hold	4,815	–	–	0.12%	42
2024 Q2	$468K	Buy	+4,815	New	+$458K	0.12%	41
2024 Q1	–	Sell	-4,815	Closed	-$449K	–	47
2023 Q4	$449K	Hold	4,815	–	–	0.16%	31
2023 Q3	$393K	Hold	4,815	–	–	0.15%	35
2023 Q2	$411K	Hold	4,815	–	–	0.17%	35
2023 Q1	$423K	Hold	4,815	–	–	0.23%	35
2022 Q4	$409K	Buy	+4,815	New	+$410K	0.26%	39

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Arista Wealth Management reduced its Morgan Stanley (MS) stake by 38% in Q2 2026, selling an estimated $593K and leaving 4,880 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #101.

Arista Wealth Management first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Arista Wealth Management held 4,880 shares of Morgan Stanley worth $1.02M as of Q2 2026.
Arista Wealth Management sold 2,997 Morgan Stanley shares in Q2 2026, an estimated $593K.
Morgan Stanley made up 0.11% of Arista Wealth Management's portfolio in Q2 2026, its #101 holding.
Arista Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Arista Wealth Management's Morgan Stanley position peaked at $1.3M in Q1 2026.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.