Red Door Wealth Management’s Morgan Stanley MS Stock Holding History

Red Door Wealth 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	$1.01M	Buy	4,837 +609	+14%	+$121K	0.09%	118
2026 Q1	$696K	Sell	4,228 -173	-4%	-$30K	0.07%	138
2025 Q4	$781K	Buy	4,401 +132	+3%	+$22K	0.08%	121
2025 Q3	$679K	Hold	4,269	–	–	0.07%	134
2025 Q2	$601K	Buy	+4,269	New	+$524K	0.07%	145
2022 Q1	–	Sell	-2,854	Closed	-$280K	–	155
2021 Q4	$280K	Buy	2,854 +41	+1%	+$4.08K	0.09%	135
2021 Q3	$274K	Sell	2,813 -306	-10%	-$30.3K	0.1%	135
2021 Q2	$285K	Buy	+3,119	New	+$267K	0.11%	124
2020 Q3	–	Sell	-313	Closed	-$15K	–	291
2020 Q2	$15K	Hold	313	–	–	0.01%	282
2020 Q1	$10K	Buy	+313	New	+$14.7K	0.01%	293

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

Red Door Wealth Management's MS Position: Q2 2026 in Review

Red Door Wealth Management increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $121K and bringing the position to 4,837 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #118.

Red Door Wealth Management first reported a position in MS in Q1 2020 and has held it in 10 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Red Door Wealth Management held 4,837 shares of Morgan Stanley worth $1.01M as of Q2 2026.
Red Door Wealth Management bought 609 Morgan Stanley shares in Q2 2026, an estimated $121K.
Morgan Stanley made up 0.09% of Red Door Wealth Management's portfolio in Q2 2026, its #118 holding.
Red Door Wealth Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 10 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.