Position in ARLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,499,154
-$1,394,155 QoQ
Shares Held
1,229,737
-8.9% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026MORGAN STANLEY holds $7,006,424,102 across 33 Building Products & Equipment names. ARLO ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
5,302,761 | $2,209,872,609 | |
| 2 | JCI |
Johnson Controls International plc
|
11,765,750 | $1,540,724,952 | |
| 3 | CSL |
Carlisle Companies Inc
|
2,745,177 | $915,845,945 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
12,261,215 | $690,429,008 | |
| 5 | LII |
Lennox International Inc
|
1,089,220 | $505,539,670 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
|
1,333,340 | $182,840,906 | |
| 7 | MAS |
Masco Corp /De/
|
2,757,856 | $166,491,762 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
1,413,231 | $116,351,303 |
All Filings in ARLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,499,154 | 1,229,737 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,893,309 | 1,350,487 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $23,297,127 | 1,374,462 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $17,606,951 | 1,038,146 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,453,205 | 1,059,089 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,193,292 | 1,089,660 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,353,678 | 1,185,275 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $13,615,204 | 1,044,111 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $18,739,161 | 1,481,357 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $15,130,209 | 1,589,308 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $10,946,055 | 1,062,724 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $17,459,302 | 1,600,303 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,973,328 | 820,682 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,253,142 | 641,922 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,629,429 | 566,688 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,834,922 | 611,631 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,830,195 | 545,169 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,721,725 | 450,117 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,003,224 | 468,522 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,789,482 | 707,457 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,401,702 | 382,437 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,637,077 | 338,521 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,158,366 | 220,222 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $573,999 | 222,481 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $485,518 | 199,802 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||