MWM
MSD

Maridea Wealth Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Maridea Wealth Management’s Portfolio MSD Stock Details MSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,850
Closed -$83.2K – 581
2026
Q1 		$83.2K Sell
11,850
-18,680
-61% -$141K 0.01% 453
2025
Q4 		$226K Sell
30,530
-4,179
-12% -$30.7K 0.03% 373
2025
Q3 		$254K Buy
34,709
+5,619
+19% +$42.3K 0.04% 349
2025
Q2 		$225K Buy
+29,090
New +$222K 0.06% 243

Other funds holding MSD

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Maridea Wealth Management's MSD Position: Q2 2026 in Review

Maridea Wealth Management sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2026, closing a stake of 11,850 shares — an estimated $83.2K sold.

Maridea Wealth Management first reported a position in MSD in Q2 2025 and held it in 4 quarters. The position peaked at $254K in Q3 2025. 64 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

  • Maridea Wealth Management reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 11,850 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2026, an estimated $83.2K.
  • Maridea Wealth Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2025 and held it in 4 quarters.
  • Maridea Wealth Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $254K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.