Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,020,115
-$276,202 QoQ
Shares Held
4,880
-38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,381
of 2,722 holders
Holding Since
Dec 2022
14 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, 2026Arista Wealth Management, LLC holds $3,817,965 across 3 Capital Markets names. MS ranks #2 (26.7% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,115 | 4,880 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,296,317 | 7,877 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $844,332 | 4,756 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,112,720 | 7,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $704,300 | 5,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $536,682 | 4,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $605,341 | 4,815 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $501,915 | 4,815 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $467,969 | 4,815 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $448,998 | 4,815 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $393,241 | 4,815 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $411,201 | 4,815 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $422,757 | 4,815 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $409,371 | 4,815 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||