ARS Wealth Advisors Group
MS icon

ARS Wealth Advisors Group’s Morgan Stanley MS Stock Holding History

ARS Wealth Advisors Group’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
Q3 		$280K Hold
1,487
– – 0.02% 183
2026
Q2 		$311K Buy
+1,487
New +$294K 0.02% 176

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Citigroup
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Swedbank
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

ARS Wealth Advisors Group's MS Position: Q3 2026 in Review

ARS Wealth Advisors Group held its Morgan Stanley (MS) position steady in Q3 2026 at 1,487 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #183.

ARS Wealth Advisors Group first reported a position in MS in Q2 2026 and has held it in 2 quarters since. The position peaked at $311K in Q2 2026. 1,411 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • ARS Wealth Advisors Group held 1,487 shares of Morgan Stanley worth $280K as of Q3 2026.
  • ARS Wealth Advisors Group left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #183 holding.
  • ARS Wealth Advisors Group first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • ARS Wealth Advisors Group's Morgan Stanley position peaked at $311K in Q2 2026.
  • 1,411 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.