Costello Asset Management’s Morgan Stanley MS Stock Holding History

Costello Asset 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	$5.92K	Hold	36	–	–	﹤0.01%	540
2025 Q4	$6.39K	Hold	36	–	–	﹤0.01%	521
2025 Q3	$5.72K	Hold	36	–	–	﹤0.01%	526
2025 Q2	$5.07K	Hold	36	–	–	﹤0.01%	550
2025 Q1	$4.2K	Buy	+36	New	+$4.64K	﹤0.01%	550
2023 Q2	–	Sell	-45	Closed	-$3.95K	–	207
2023 Q1	$3.95K	Hold	45	–	–	﹤0.01%	180
2022 Q4	$3.83K	Buy	+45	New	+$3.83K	﹤0.01%	178
2022 Q1	–	Sell	-200	Closed	-$20K	–	254
2021 Q4	$20K	Hold	200	–	–	0.01%	146
2021 Q3	$19K	Hold	200	–	–	0.01%	149
2021 Q2	$18K	Hold	200	–	–	0.01%	149
2021 Q1	$16K	Hold	200	–	–	0.01%	165
2020 Q4	$14K	Buy	+200	New	+$11.5K	0.01%	163

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Costello Asset Management's MS Position: Q1 2026 in Review

Costello Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 36 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Costello Asset Management first reported a position in MS in Q4 2020 and has held it in 12 quarters since. The position peaked at $20K in Q4 2021. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Costello Asset Management held 36 shares of Morgan Stanley worth $5.92K as of Q1 2026.
Costello Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #540 holding.
Costello Asset Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 12 quarters since.
Costello Asset Management's Morgan Stanley position peaked at $20K in Q4 2021.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.