Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$356,831
+$75,911 QoQ
Shares Held
1,707
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#712
of 1,023 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aries Wealth Management holds $1,021,773 across 3 Capital Markets names. MS ranks #2 (34.9% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,831 | 1,707 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $280,920 | 1,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,043 | 1,707 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $271,344 | 1,707 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $240,588 | 1,708 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $214,729 | 1,708 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||