Castle Wealth Management
MS icon

Castle Wealth Management’s Morgan Stanley MS Stock Holding History

Castle Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$514K Buy
2,735
+2
+0.1% +$425 0.16% 79
2026
Q2 		$571K Sell
2,733
-60
-2% -$11.9K 0.17% 81
2026
Q1 		$460K Sell
2,793
-118
-4% -$20.4K 0.15% 84
2025
Q4 		$517K Sell
2,911
-103
-3% -$17.2K 0.17% 78
2025
Q3 		$479K Sell
3,014
-5
-0.2% -$738 0.16% 77
2025
Q2 		$425K Sell
3,019
-283
-9% -$34.8K 0.15% 83
2025
Q1 		$385K Sell
3,302
-281
-8% -$36.2K 0.15% 89
2024
Q4 		$450K Sell
3,583
-4,549
-56% -$560K 0.18% 82
2024
Q3 		$848K Sell
8,132
-3,273
-29% -$330K 0.34% 61
2024
Q2 		$1.11M Buy
11,405
+364
+3% +$34.6K 0.53% 48
2024
Q1 		$1.04M Buy
11,041
+692
+7% +$60.9K 0.54% 49
2023
Q4 		$965K Buy
10,349
+171
+2% +$13.7K 0.58% 47
2023
Q3 		$831K Buy
10,178
+3,832
+60% +$333K 0.59% 44
2023
Q2 		$542K Buy
6,346
+217
+4% +$18.6K 0.38% 60
2023
Q1 		$541K Sell
6,129
-76
-1% -$7.09K 0.42% 53
2022
Q4 		$528K Buy
6,205
+278
+5% +$23.7K 0.33% 60
2022
Q3 		$468K Buy
5,927
+5,343
+915% +$450K 0.28% 60
2022
Q2 		$44K Buy
+584
New +$47.8K 0.03% 228

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Castle Wealth Management's MS Position: Q3 2026 in Review

Castle Wealth Management increased its Morgan Stanley (MS) stake by 0.07% in Q3 2026, buying an estimated $425 and bringing the position to 2,735 shares worth $514K. The position accounts for 0.16% of the portfolio, ranked #79.

Castle Wealth Management first reported a position in MS in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.11M in Q2 2024. 1,732 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Castle Wealth Management held 2,735 shares of Morgan Stanley worth $514K as of Q3 2026.
  • Castle Wealth Management bought 2 Morgan Stanley shares in Q3 2026, an estimated $425.
  • Morgan Stanley made up 0.16% of Castle Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Castle Wealth Management first reported a position in Morgan Stanley in Q2 2022 and has held it in 18 quarters since.
  • Castle Wealth Management's Morgan Stanley position peaked at $1.11M in Q2 2024.
  • 1,732 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Castle Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.