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 Q2	$7.53K	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	+$3.83K	﹤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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Costello Asset Management's MS Position: Q2 2026 in Review

Costello Asset Management held its Morgan Stanley (MS) position steady in Q2 2026 at 36 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Costello Asset Management first reported a position in MS in Q4 2020 and has held it in 13 quarters since. The position peaked at $20K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Costello Asset Management held 36 shares of Morgan Stanley worth $7.53K as of Q2 2026.
Costello Asset Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #532 holding.
Costello Asset Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 13 quarters since.
Costello Asset Management's Morgan Stanley position peaked at $20K in Q4 2021.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.