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 Q3	$9.6K	Buy	51 +15	+42%	+$3.19K	﹤0.01%	485
2026 Q2	$7.52K	Hold	36	–	–	﹤0.01%	532
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	+$3.84K	﹤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 $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Costello Asset Management's MS Position: Q3 2026 in Review

Costello Asset Management increased its Morgan Stanley (MS) stake by 42% in Q3 2026, buying an estimated $3.19K and bringing the position to 51 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Costello Asset Management first reported a position in MS in Q4 2020 and has held it in 14 quarters since. The position peaked at $20K in Q4 2021. 2,073 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Costello Asset Management held 51 shares of Morgan Stanley worth $9.6K as of Q3 2026.
Costello Asset Management bought 15 Morgan Stanley shares in Q3 2026, an estimated $3.19K.
Morgan Stanley made up ﹤0.01% of Costello Asset Management's portfolio in Q3 2026, its #485 holding.
Costello Asset Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 14 quarters since.
Costello Asset Management's Morgan Stanley position peaked at $20K in Q4 2021.
2,073 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.