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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
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 Sell
2,372
-27,076
-92% -$2.61M 0.13% 157
2021
Q4 		$300 Buy
+29,448
New +$2.93M ﹤0.01% 606
2021
Q2 		$18K Buy
+200
New +$17.1K 0.01% 573

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Castleview Partners's MS Position: Q2 2026 in Review

Castleview Partners increased its Morgan Stanley (MS) stake by 9.6% in Q2 2026, buying an estimated $63.8K and bringing the position to 3,675 shares worth $768K. The position accounts for 0.34% of the portfolio, ranked #71.

Castleview Partners first reported a position in MS in Q2 2021 and has held it in 20 quarters since. 516 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Castleview Partners held 3,675 shares of Morgan Stanley worth $768K as of Q2 2026.
  • Castleview Partners bought 322 Morgan Stanley shares in Q2 2026, an estimated $63.8K.
  • Morgan Stanley made up 0.34% of Castleview Partners's portfolio in Q2 2026, its #71 holding.
  • Castleview Partners first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
  • 516 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.