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Equibles

MORGAN STANLEY

Position in ARLO — Arlo Technologies, Inc.

CIK 895421 NEW YORK, NY
Back to ARLO Full portfolio

Position in ARLO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$18,098,298
+$599,144 QoQ
Shares Held
1,342,604
+9.2% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in ARLO Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $8,358,916,851 across 32 Building Products & Equipment names. ARLO ranks #20 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TT
Trane Technologies plc
 5,415,027 $2,659,644,649
2 JCI
Johnson Controls International plc
 11,892,502 $1,737,613,456
3 CSL
Carlisle Companies Inc
 2,483,124 $900,753,226
4 CARR
CARRIER GLOBAL Corp
 10,957,072 $803,701,223
5 LII
Lennox International Inc
 1,013,833 $580,875,609
6 MAIR
Madison Air Solutions Corp
 5,793,130 $225,932,070
7 MAS
Masco Corp /De/
 2,720,420 $221,360,569
8 WMS
Advanced Drainage Systems, Inc.
 1,393,836 $218,776,489

All Filings in ARLO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,098,298 1,342,604
2026-03-31 $17,499,154 1,229,737
2025-12-31 $18,893,309 1,350,487
2025-09-30 $23,297,127 1,374,462
2025-06-30 $17,606,951 1,038,146
2025-03-31 $10,453,205 1,059,089
2024-12-31 $12,193,292 1,089,660
2024-09-30 $14,353,678 1,185,275
2024-06-30 $13,615,204 1,044,111
2024-03-31 $18,739,161 1,481,357
2023-12-31 $15,130,209 1,589,308
2023-09-30 $10,946,055 1,062,724
2023-06-30 $17,459,302 1,600,303
2023-03-31 $4,973,328 820,682
2022-12-31 $2,253,142 641,922
2022-09-30 $2,629,429 566,688
2022-06-30 $3,834,922 611,631
2022-03-31 $4,830,195 545,169
2021-12-31 $4,721,725 450,117
2021-09-30 $3,003,224 468,522
2021-06-30 $4,789,482 707,457
2021-03-31 $2,401,702 382,437
2020-12-31 $2,637,077 338,521
2020-09-30 $1,158,366 220,222
2020-06-30 $573,999 222,481
2020-03-31 $485,518 199,802