Koshinski Asset Management
MS icon

Koshinski Asset Management’s Morgan Stanley MS Stock Holding History

Koshinski 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 		$3.51M Sell
16,785
-1,706
-9% -$338K 0.19% 116
2026
Q1 		$3.04M Buy
18,491
+564
+3% +$97.6K 0.19% 116
2025
Q4 		$3.18M Sell
17,927
-207
-1% -$34.5K 0.21% 107
2025
Q3 		$2.88M Buy
18,134
+159
+0.9% +$23.5K 0.19% 112
2025
Q2 		$2.53M Buy
17,975
+583
+3% +$71.6K 0.19% 113
2025
Q1 		$2.03M Sell
17,392
-2,189
-11% -$282K 0.17% 126
2024
Q4 		$2.46B Buy
19,581
+1,709
+10% +$210K 0.21% 101
2024
Q3 		$1.86M Buy
17,872
+2,281
+15% +$230K 0.16% 129
2024
Q2 		$1.6M Buy
15,591
+1,952
+14% +$186K 0.15% 138
2024
Q1 		$1.28M Sell
13,639
-6,635
-33% -$584K 0.13% 168
2023
Q4 		$1.89M Buy
20,274
+5,307
+35% +$425K 0.29% 96
2023
Q3 		$1.22M Buy
14,967
+105
+0.7% +$9.12K 0.14% 148
2023
Q2 		$1.27M Sell
14,862
-9,018
-38% -$771K 0.14% 158
2023
Q1 		$2.1M Buy
23,880
+44
+0.2% +$4.11K 0.2% 111
2022
Q4 		$2.03M Sell
23,836
-364
-2% -$31K 0.2% 121
2022
Q3 		$1.91M Sell
24,200
-141
-0.6% -$11.9K 0.23% 112
2022
Q2 		$1.85M Sell
24,341
-90
-0.4% -$7.37K 0.18% 133
2022
Q1 		$2.14M Sell
24,431
-1,238
-5% -$119K 0.18% 131
2021
Q4 		$2.52M Sell
25,669
-466
-2% -$46.4K 0.2% 108
2021
Q3 		$2.54M Buy
26,135
+9,856
+61% +$977K 0.22% 104
2021
Q2 		$1.49M Sell
16,279
-11,150
-41% -$956K 0.19% 124
2021
Q1 		$2.13M Sell
27,429
-2,455
-8% -$188K 0.23% 102
2020
Q4 		$2.05M Buy
29,884
+5,729
+24% +$329K 0.26% 97
2020
Q3 		$1.23K Sell
24,155
-816
-3% -$41.1K 0.16% 146
2020
Q2 		$1.21M Buy
24,971
+1,215
+5% +$51K 0.2% 140
2020
Q1 		$808K Buy
23,756
+4,396
+23% +$207K 0.17% 161
2019
Q4 		$987K Buy
+19,360
New +$916K 0.17% 188

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Koshinski Asset Management reduced its Morgan Stanley (MS) stake by 9.2% in Q2 2026, selling an estimated $338K and leaving 16,785 shares worth $3.51M. The position accounts for 0.19% of the portfolio, ranked #116.

Koshinski Asset Management first reported a position in MS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.46B in Q4 2024. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Koshinski Asset Management held 16,785 shares of Morgan Stanley worth $3.51M as of Q2 2026.
  • Koshinski Asset Management sold 1,706 Morgan Stanley shares in Q2 2026, an estimated $338K.
  • Morgan Stanley made up 0.19% of Koshinski Asset Management's portfolio in Q2 2026, its #116 holding.
  • Koshinski Asset Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • Koshinski Asset Management's Morgan Stanley position peaked at $2.46B in Q4 2024.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.