Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,525
+$1,601 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,688
of 2,722 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Costello Asset Management, INC holds $2,154,832 across 6 Capital Markets names. MS ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
12,784 | $1,179,579 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
9,218 | $802,334 | |
| 3 | GS |
Goldman Sachs Group Inc
|
120 | $121,364 | |
| 4 | PIPR |
Piper Sandler Companies
|
400 | $28,936 | |
| 5 | PJT |
PJT Partners Inc.
|
100 | $15,094 | |
| 6 | MS |
Morgan Stanley
This page
|
36 | $7,525 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,525 | 36 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,924 | 36 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,391 | 36 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,722 | 36 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,070 | 36 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,200 | 36 | Shares | Sole | 2025-05-09 | |
| 2023-03-31 | $3,951 | 45 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,825 | 45 | Shares | Sole | 2023-02-02 | |
| 2021-12-31 | $19,632 | 200 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $19,462 | 200 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $18,338 | 200 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $15,532 | 200 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $13,706 | 200 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||