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 Q2	$722	Sell	67 -7	-9%	-$75	﹤0.01%	7560
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 $3.48B AUM 10.49% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 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 $11.4B AUM 5.65% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

Morgan Stanley's CHAR Position: Q2 2026 in Review

Morgan Stanley reduced its Charlton Aria Acquisition Corp (CHAR) stake by 9.5% in Q2 2026, selling an estimated $75 and leaving 67 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #7560.

Morgan Stanley first reported a position in CHAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $782 in Q1 2026. 27 funds tracked by Wall St. Rank hold CHAR as of Q2 2026.

Morgan Stanley held 67 shares of Charlton Aria Acquisition Corp worth $722 as of Q2 2026.
Morgan Stanley sold 7 Charlton Aria Acquisition Corp shares in Q2 2026, an estimated $75.
Charlton Aria Acquisition Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7560 holding.
Morgan Stanley first reported a position in Charlton Aria Acquisition Corp in Q1 2025 and has held it in 6 quarters since.
Morgan Stanley's Charlton Aria Acquisition Corp position peaked at $782 in Q1 2026.
27 funds tracked by Wall St. Rank held Charlton Aria Acquisition Corp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.