Redhawk Wealth Advisors
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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
Q3 		$3.82M Sell
20,333
-718
-3% -$153K 0.39% 60
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% +$9.9K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Redhawk Wealth Advisors's MS Position: Q3 2026 in Review

Redhawk Wealth Advisors reduced its Morgan Stanley (MS) stake by 3.4% in Q3 2026, selling an estimated $153K and leaving 20,333 shares worth $3.82M. The position accounts for 0.39% of the portfolio, ranked #60.

Redhawk Wealth Advisors first reported a position in MS in Q3 2018 and has held it in 22 quarters since. The position peaked at $4.4M in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Redhawk Wealth Advisors held 20,333 shares of Morgan Stanley worth $3.82M as of Q3 2026.
  • Redhawk Wealth Advisors sold 718 Morgan Stanley shares in Q3 2026, an estimated $153K.
  • Morgan Stanley made up 0.39% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #60 holding.
  • Redhawk Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 22 quarters since.
  • Redhawk Wealth Advisors's Morgan Stanley position peaked at $4.4M in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.