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Redhawk Wealth Advisors’s Morgan Stanley MS Stock Holding History

Redhawk Wealth Advisors’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 		$4.4M Sell
21,051
-947
-4% -$188K 0.43% 57
2026
Q1 		$3.62M Buy
21,998
+3,828
+21% +$663K 0.4% 61
2025
Q4 		$3.23M Buy
18,170
+277
+2% +$46.2K 0.36% 74
2025
Q3 		$2.84M Buy
+17,893
New +$2.64M 0.33% 74
2024
Q3 		– Sell
-3,891
Closed -$378K – 329
2024
Q2 		$378K Sell
3,891
-1,830
-32% -$174K 0.06% 212
2024
Q1 		$539K Buy
5,721
+1,025
+22% +$90.3K 0.09% 188
2023
Q4 		$438K Sell
4,696
-125
-3% -$10K 0.09% 187
2023
Q3 		$394K Buy
4,821
+38
+0.8% +$3.3K 0.13% 136
2023
Q2 		$408K Buy
4,783
+200
+4% +$17.1K 0.12% 130
2023
Q1 		$402K Sell
4,583
-1,260
-22% -$118K 0.14% 126
2022
Q4 		$497K Buy
5,843
+1,970
+51% +$168K 0.19% 112
2022
Q3 		$306K Buy
3,873
+120
+3% +$10.1K 0.13% 127
2022
Q2 		$285K Buy
3,753
+15
+0.4% +$1.23K 0.13% 133
2022
Q1 		$327K Sell
3,738
-475
-11% -$45.8K 0.09% 152
2021
Q4 		$414K Buy
4,213
+290
+7% +$28.9K 0.11% 133
2021
Q3 		$382K Buy
3,923
+100
+3% +$9.91K 0.11% 134
2021
Q2 		$351K Buy
3,823
+85
+2% +$7.29K 0.08% 175
2021
Q1 		$290K Hold
3,738
– – 0.07% 178
2020
Q4 		$256K Buy
+3,738
New +$214K 0.07% 195
2019
Q3 		– Sell
-4,188
Closed -$183K – 325
2019
Q2 		$183K Buy
+4,188
New +$187K 0.07% 144
2018
Q4 		– Sell
-5,088
Closed -$237K – 130
2018
Q3 		$237K Buy
+5,088
New +$248K 0.13% 117

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Redhawk Wealth Advisors's MS Position: Q2 2026 in Review

Redhawk Wealth Advisors reduced its Morgan Stanley (MS) stake by 4.3% in Q2 2026, selling an estimated $188K and leaving 21,051 shares worth $4.4M. The position accounts for 0.43% of the portfolio, ranked #57.

Redhawk Wealth Advisors first reported a position in MS in Q3 2018 and has held it in 21 quarters since. 518 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Redhawk Wealth Advisors held 21,051 shares of Morgan Stanley worth $4.4M as of Q2 2026.
  • Redhawk Wealth Advisors sold 947 Morgan Stanley shares in Q2 2026, an estimated $188K.
  • Morgan Stanley made up 0.43% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Redhawk Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 21 quarters since.
  • 518 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.