RWMG
MS icon

Redwood Wealth Management Group’s Morgan Stanley MS Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-1,300
Closed -$214K – 72
2026
Q1 		$214K Sell
1,300
-198
-13% -$34.3K 0.09% 164
2025
Q4 		$266K Buy
1,498
+233
+18% +$38.9K 0.11% 145
2025
Q3 		$201K Buy
+1,265
New +$187K 0.09% 179
2024
Q3 		– Sell
-1,467
Closed -$143K – 737
2024
Q2 		$143K Buy
+1,467
New +$140K 0.11% 154

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Redwood Wealth Management Group's MS Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,300 shares — an estimated $214K sold.

Redwood Wealth Management Group first reported a position in MS in Q2 2024 and held it in 4 quarters. The position peaked at $266K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,300 Morgan Stanley shares in Q2 2026, an estimated $214K.
  • Redwood Wealth Management Group first reported a position in Morgan Stanley in Q2 2024 and held it in 4 quarters.
  • Redwood Wealth Management Group's Morgan Stanley position peaked at $266K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.