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Arkadios Wealth Advisors’s Morgan Stanley MS Stock Holding History

Arkadios Wealth Advisors’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 		$5.99M Buy
28,638
+1,691
+6% +$335K 0.09% 231
2026
Q1 		$4.43M Buy
26,947
+175
+0.7% +$30.3K 0.07% 286
2025
Q4 		$4.75M Buy
26,772
+4,572
+21% +$763K 0.09% 233
2025
Q3 		$3.53M Buy
22,200
+1,607
+8% +$237K 0.08% 252
2025
Q2 		$2.9M Buy
20,593
+11,026
+115% +$1.35M 0.09% 256
2025
Q1 		$1.12M Buy
9,567
+3,134
+49% +$404K 0.04% 427
2024
Q4 		$809K Sell
6,433
-608
-9% -$74.9K 0.04% 387
2024
Q3 		$734K Sell
7,041
-116
-2% -$11.7K 0.04% 409
2024
Q2 		$696K Buy
7,157
+2,245
+46% +$214K 0.05% 371
2024
Q1 		$462K Sell
4,912
-337
-6% -$29.7K 0.04% 394
2023
Q4 		$489K Sell
5,249
-327
-6% -$26.2K 0.04% 370
2023
Q3 		$455K Buy
5,576
+2,152
+63% +$187K 0.04% 362
2023
Q2 		$292K Buy
3,424
+69
+2% +$5.9K 0.03% 453
2023
Q1 		$295K Buy
3,355
+557
+20% +$52K 0.04% 440
2022
Q4 		$238K Buy
+2,798
New +$238K 0.03% 466
2021
Q4 		– Sell
-1,173
Closed -$114K – 1313
2021
Q3 		$114K Sell
1,173
-212
-15% -$21K 0.02% 653
2021
Q2 		$127K Buy
1,385
+60
+5% +$5.14K 0.02% 659
2021
Q1 		$102K Buy
1,325
+783
+144% +$60K 0.02% 533
2020
Q4 		$37K Sell
542
-271
-33% -$15.5K 0.01% 617
2020
Q3 		$42.2K Sell
813
-401
-33% -$20.2K 0.02% 445
2020
Q2 		$61.3K Sell
1,214
-110
-8% -$4.62K 0.03% 339
2020
Q1 		$45K Sell
1,324
-100
-7% -$4.71K 0.03% 357
2019
Q4 		$79.6K Buy
+1,424
New +$67.4K 0.05% 261

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

Arkadios Wealth Advisors's MS Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Morgan Stanley (MS) stake by 6.3% in Q2 2026, buying an estimated $335K and bringing the position to 28,638 shares worth $5.99M. The position accounts for 0.09% of the portfolio, ranked #231.

Arkadios Wealth Advisors first reported a position in MS in Q4 2019 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Arkadios Wealth Advisors held 28,638 shares of Morgan Stanley worth $5.99M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,691 Morgan Stanley shares in Q2 2026, an estimated $335K.
  • Morgan Stanley made up 0.09% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • Arkadios Wealth Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 23 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.