Position in ARHS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,015,115
-$565,367 QoQ
Shares Held
297,215
+29.1% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in ARHS Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $2,971,991,328 across 37 Specialty Retail names. ARHS ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
935,994 | $681,272,585 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
1,120,044 | $585,458,189 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
8,485,110 | $384,375,476 | |
| 4 | BBY |
Best Buy Co Inc
|
4,115,929 | $264,242,635 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
1,052,855 | $208,770,608 | |
| 6 | WSM |
Williams Sonoma Inc
|
1,056,318 | $192,598,455 | |
| 7 | FIVE |
Five Below, Inc
|
822,143 | $187,843,225 | |
| 8 | MUSA |
Murphy USA Inc.
|
210,612 | $104,036,004 |
All Filings in ARHS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,015,115 | 297,215 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,580,482 | 230,195 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,577,480 | 336,546 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,304,274 | 727,137 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,520,654 | 749,501 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,198,696 | 659,436 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,648,072 | 540,055 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $7,382,819 | 435,822 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,944,011 | 451,203 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,323,010 | 196,035 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,045,476 | 219,944 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,056,172 | 388,895 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,123,385 | 979,902 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,941,506 | 301,693 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,345,739 | 474,573 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,095,785 | 243,508 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,309,918 | 153,927 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,525,180 | 115,108 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||