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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
Q1 		– Sell
-200
Closed -$35.5K – 1758
2025
Q4 		$35.5K Sell
200
-4,900
-96% -$817K ﹤0.01% 1534
2025
Q3 		$811K Hold
5,100
– – 0.02% 735
2025
Q2 		$718K Buy
+5,100
New +$626K 0.02% 709

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

Arkadios Wealth Advisors's MS Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Morgan Stanley (MS) stake by 0.65% in Q1 2026, buying an estimated $30.3K and bringing the position to 26,947 shares worth $4.43M. The position accounts for 0.07% of the portfolio, ranked #286.

Arkadios Wealth Advisors first reported a position in MS in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.75M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Arkadios Wealth Advisors held 26,947 shares of Morgan Stanley worth $4.43M as of Q1 2026.
  • Arkadios Wealth Advisors bought 175 Morgan Stanley shares in Q1 2026, an estimated $30.3K.
  • Morgan Stanley made up 0.07% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #286 holding.
  • Arkadios Wealth Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 22 quarters since.
  • Arkadios Wealth Advisors's Morgan Stanley position peaked at $4.75M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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