Position in MS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,434,667
-$318,165 QoQ
Shares Held
26,947
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$16,457
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Arkadios Wealth Advisors holds $31,092,669 across 13 Capital Markets names. MS ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,524 | $10,595,177 | |
| 2 | SCHW |
Schwab Charles Corp
|
68,094 | $6,399,473 | |
| 3 | MS |
Morgan Stanley
This page
|
26,947 | $4,434,667 | |
| 4 | PJT |
PJT Partners Inc.
|
23,531 | $3,287,750 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
43,413 | $2,911,709 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
16,844 | $1,167,288 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,975 | $594,138 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
12,364 | $543,767 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,434,667 | 26,947 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $16,457 | 100 | Put | Sole | 2026-05-18 | |
| 2025-12-31 | $4,752,832 | 26,772 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $35,506 | 200 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $3,528,911 | 22,200 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $810,696 | 5,100 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $2,900,729 | 20,593 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $718,386 | 5,100 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $1,116,181 | 9,567 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $808,756 | 6,433 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $733,953 | 7,041 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $695,588 | 7,157 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $462,513 | 4,912 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $489,469 | 5,249 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $455,391 | 5,576 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $292,409 | 3,424 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $294,569 | 3,355 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $237,885 | 2,798 | Shares | Sole | 2023-01-11 | |
| 2021-09-30 | $114,144 | 1,173 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $126,990 | 1,385 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $102,899 | 1,325 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $37,143 | 542 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $39,308 | 813 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $58,636 | 1,214 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $45,016 | 1,324 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||