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
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Maridea Wealth Management's MSD Position: Q1 2026 in Review

Maridea Wealth Management reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 61% in Q1 2026, selling an estimated $141K and leaving 11,850 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #453.

Maridea Wealth Management first reported a position in MSD in Q2 2025 and has held it in 4 quarters since. The position peaked at $254K in Q3 2025. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

  • Maridea Wealth Management held 11,850 shares of Morgan Stanley Emerging Markets Debt Fund worth $83.2K as of Q1 2026.
  • Maridea Wealth Management sold 18,680 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $141K.
  • Morgan Stanley Emerging Markets Debt Fund made up 0.01% of Maridea Wealth Management's portfolio in Q1 2026, its #453 holding.
  • Maridea Wealth Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $254K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.