Coastwise Capital Group’s Morgan Stanley MS Stock Holding History

Coastwise Capital Group’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	$395K	Buy	1,887 +352	+23%	+$69.7K	0.23%	86
2026 Q1	$253K	Buy	1,535 +340	+28%	+$58.9K	0.14%	115
2025 Q4	$212K	Buy	+1,195	New	+$199K	0.11%	145
2025 Q1	–	Sell	-3,415	Closed	-$429K	–	127
2024 Q4	$429K	Buy	3,415 +20	+0.6%	+$2.46K	0.34%	73
2024 Q3	$354K	Buy	+3,395	New	+$342K	0.29%	85
2024 Q2	–	Sell	-2,174	Closed	-$205K	–	121
2024 Q1	$205K	Sell	2,174 -189	-8%	-$16.6K	0.19%	118
2023 Q4	$220K	Buy	+2,363	New	+$189K	0.22%	104

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Coastwise Capital Group's MS Position: Q2 2026 in Review

Coastwise Capital Group increased its Morgan Stanley (MS) stake by 23% in Q2 2026, buying an estimated $69.7K and bringing the position to 1,887 shares worth $395K. The position accounts for 0.23% of the portfolio, ranked #86.

Coastwise Capital Group first reported a position in MS in Q4 2023 and has held it in 7 quarters since. The position peaked at $429K in Q4 2024. 607 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Coastwise Capital Group held 1,887 shares of Morgan Stanley worth $395K as of Q2 2026.
Coastwise Capital Group bought 352 Morgan Stanley shares in Q2 2026, an estimated $69.7K.
Morgan Stanley made up 0.23% of Coastwise Capital Group's portfolio in Q2 2026, its #86 holding.
Coastwise Capital Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 7 quarters since.
Coastwise Capital Group's Morgan Stanley position peaked at $429K in Q4 2024.
607 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.