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Redmont Wealth Advisors’s Morgan Stanley MS Stock Holding History

Redmont 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
2025
Q4 		$25.2K Hold
142
– – 0.04% 125
2025
Q3 		$22.6K Hold
142
– – 0.03% 137
2025
Q2 		$20K Buy
+142
New +$17.4K 0.03% 142
2024
Q4 		– Sell
-142
Closed -$14.8K – 215
2024
Q3 		$14.8K Hold
142
– – 0.02% 154
2024
Q2 		$13.8K Hold
142
– – 0.02% 160
2024
Q1 		$13.4K Buy
+142
New +$12.5K 0.02% 172

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Redmont Wealth Advisors's MS Position: Q4 2025 in Review

Redmont Wealth Advisors held its Morgan Stanley (MS) position steady in Q4 2025 at 142 shares worth $25.2K. The position accounts for 0.04% of the portfolio, ranked #125.

Redmont Wealth Advisors first reported a position in MS in Q1 2024 and has held it in 6 quarters since. 2,527 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Redmont Wealth Advisors held 142 shares of Morgan Stanley worth $25.2K as of Q4 2025.
  • Redmont Wealth Advisors left its Morgan Stanley share count unchanged in Q4 2025.
  • Morgan Stanley made up 0.04% of Redmont Wealth Advisors's portfolio in Q4 2025, its #125 holding.
  • Redmont Wealth Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 6 quarters since.
  • 2,527 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.