Morgan Stanley
CHAR

Morgan Stanley’s Charlton Aria Acquisition Corp CHAR Stock Holding History

Morgan Stanley’s Portfolio CHAR Stock Details CHAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$782 Buy
74
+25
+51% +$263 ﹤0.01% 7488
2025
Q4 		$513 Buy
49
+5
+11% +$52 ﹤0.01% 7501
2025
Q3 		$456 Buy
44
+5
+13% +$52 ﹤0.01% 7511
2025
Q2 		$401 Buy
39
+27
+225% +$275 ﹤0.01% 7483
2025
Q1 		$121 Buy
+12
New +$120 ﹤0.01% 7544

Other funds holding CHAR

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Morgan Stanley's CHAR Position: Q1 2026 in Review

Morgan Stanley increased its Charlton Aria Acquisition Corp (CHAR) stake by 51% in Q1 2026, buying an estimated $263 and bringing the position to 74 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #7488.

Morgan Stanley first reported a position in CHAR in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold CHAR as of Q1 2026.

  • Morgan Stanley held 74 shares of Charlton Aria Acquisition Corp worth $782 as of Q1 2026.
  • Morgan Stanley bought 25 Charlton Aria Acquisition Corp shares in Q1 2026, an estimated $263.
  • Charlton Aria Acquisition Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7488 holding.
  • Morgan Stanley first reported a position in Charlton Aria Acquisition Corp in Q1 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Charlton Aria Acquisition Corp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.