Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$512,775
+$124,390 QoQ
Shares Held
2,453
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,778
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ariadne Wealth Management, LP holds $730,081 across 2 Capital Markets names. MS ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,453 | $512,775 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
2,167 | $217,306 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,775 | 2,453 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $388,385 | 2,360 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $460,335 | 2,593 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $373,238 | 2,348 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $372,856 | 2,647 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $257,724 | 2,209 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $324,483 | 2,581 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $269,043 | 2,581 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||