RWI
MS icon

Red Wave Investments’s Morgan Stanley MS Stock Holding History

Red Wave Investments’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
Q1 		$239K Hold
1,452
– – 0.07% 101
2025
Q4 		$258K Hold
1,452
– – 0.08% 93
2025
Q3 		$231K Hold
1,452
– – 0.07% 101
2025
Q2 		$205K Buy
+1,452
New +$178K 0.07% 106

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Red Wave Investments's MS Position: Q1 2026 in Review

Red Wave Investments held its Morgan Stanley (MS) position steady in Q1 2026 at 1,452 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #101.

Red Wave Investments first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $258K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Red Wave Investments held 1,452 shares of Morgan Stanley worth $239K as of Q1 2026.
  • Red Wave Investments left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.07% of Red Wave Investments's portfolio in Q1 2026, its #101 holding.
  • Red Wave Investments first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Red Wave Investments's Morgan Stanley position peaked at $258K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.