Castleview Partners
MS icon

Castleview Partners’s Morgan Stanley MS Stock Holding History

Castleview Partners’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 		$770K Buy
4,095
+420
+11% +$89.2K 0.34% 69
2026
Q2 		$768K Buy
3,675
+322
+10% +$63.8K 0.34% 71
2026
Q1 		$552K Buy
3,353
+246
+8% +$42.6K 0.28% 76
2025
Q4 		$552K Buy
3,107
+426
+16% +$71.1K 0.27% 85
2025
Q3 		$426K Sell
2,681
-301
-10% -$44.4K 0.23% 91
2025
Q2 		$420K Buy
2,982
+517
+21% +$63.5K 0.27% 90
2025
Q1 		$288K Sell
2,465
-105
-4% -$13.5K 0.19% 130
2024
Q4 		$321K Buy
2,570
+130
+5% +$16K 0.17% 141
2024
Q3 		$254K Buy
2,440
+109
+5% +$11K 0.15% 149
2024
Q2 		$227K Sell
2,331
-341
-13% -$32.5K 0.13% 158
2024
Q1 		$252K Buy
2,672
+654
+32% +$57.6K 0.14% 157
2023
Q4 		$188K Buy
2,018
+406
+25% +$32.5K 0.13% 141
2023
Q3 		$132K Buy
1,612
+11
+0.7% +$955 0.12% 145
2023
Q2 		$137K Sell
1,601
-972
-38% -$83.1K 0.12% 148
2023
Q1 		$226K Buy
2,573
+176
+7% +$16.4K 0.2% 117
2022
Q4 		$204K Sell
2,397
-280
-10% -$23.9K 0.2% 118
2022
Q3 		$212K Buy
2,677
+2,660
+15,647% +$224K 0.2% 102
2022
Q2 		$803 Sell
17
-2,355
-99% -$193K ﹤0.01% 704
2022
Q1 		$207K Buy
+2,372
New +$229K 0.13% 157
2021
Q2 		$18K Buy
+200
New +$17.1K 0.01% 573

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Castleview Partners's MS Position: Q3 2026 in Review

Castleview Partners increased its Morgan Stanley (MS) stake by 11% in Q3 2026, buying an estimated $89.2K and bringing the position to 4,095 shares worth $770K. The position accounts for 0.34% of the portfolio, ranked #69.

Castleview Partners first reported a position in MS in Q2 2021 and has held it in 20 quarters since. 573 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Castleview Partners held 4,095 shares of Morgan Stanley worth $770K as of Q3 2026.
  • Castleview Partners bought 420 Morgan Stanley shares in Q3 2026, an estimated $89.2K.
  • Morgan Stanley made up 0.34% of Castleview Partners's portfolio in Q3 2026, its #69 holding.
  • Castleview Partners first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
  • 573 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.