CWM
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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Castle Wealth Management's MS Position: Q1 2026 in Review

Castle Wealth Management reduced its Morgan Stanley (MS) stake by 4.1% in Q1 2026, selling an estimated $20.4K and leaving 2,793 shares worth $460K. The position accounts for 0.15% of the portfolio, ranked #84.

Castle Wealth Management first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q2 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Castle Wealth Management held 2,793 shares of Morgan Stanley worth $460K as of Q1 2026.
  • Castle Wealth Management sold 118 Morgan Stanley shares in Q1 2026, an estimated $20.4K.
  • Morgan Stanley made up 0.15% of Castle Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Castle Wealth Management first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • Castle Wealth Management's Morgan Stanley position peaked at $1.11M in Q2 2024.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.