Coston McIsaac & Partners’s Morgan Stanley MS Stock Holding History

Coston McIsaac & 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	$4K	Hold	21	–	–	﹤0.01%	707
2026 Q1	$3K	Hold	21	–	–	﹤0.01%	726
2025 Q4	$3K	Hold	21	–	–	﹤0.01%	720
2025 Q3	$3K	Buy	+21	New	+$3.1K	﹤0.01%	687
2025 Q1	–	Sell	-77	Closed	-$9K	–	805
2024 Q4	$9K	Hold	77	–	–	﹤0.01%	498
2024 Q3	$8	Hold	77	–	–	﹤0.01%	536
2024 Q2	$7K	Hold	77	–	–	﹤0.01%	520
2024 Q1	$7K	Hold	77	–	–	﹤0.01%	533
2023 Q4	$7K	Buy	+77	New	+$6.16K	﹤0.01%	522

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

Coston McIsaac & Partners's MS Position: Q2 2026 in Review

Coston McIsaac & Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 21 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Coston McIsaac & Partners first reported a position in MS in Q4 2023 and has held it in 9 quarters since. The position peaked at $9K in Q4 2024. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Coston McIsaac & Partners held 21 shares of Morgan Stanley worth $4K as of Q2 2026.
Coston McIsaac & Partners left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #707 holding.
Coston McIsaac & Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
Coston McIsaac & Partners's Morgan Stanley position peaked at $9K in Q4 2024.
2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.