Red Door Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1783599 Memphis, TN

Position in MS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,011,126

+$315,325 QoQ

Shares Held

4,837

+14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,391

of 2,723 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Red Door Wealth Management, LLC holds $3,170,731 across 5 Capital Markets names. MS ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,377	$1,392,656
2	MS	Morgan Stanley This page	4,837	$1,011,126
3	SCHW	Schwab Charles Corp	3,848	$355,054
4	HOOD	Robinhood Markets, Inc.	2,453	$245,986
5	BMNR	Bitmine Immersion Technologies, Inc.	12,465	$165,909

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,011,126	4,837	+14.4%	Shares	Sole	2026-07-13
2026-03-31	$695,801	4,228	-3.9%	Shares	Sole	2026-04-22
2025-12-31	$781,309	4,401	+3.1%	Shares	Sole	2026-01-20
2025-09-30	$678,600	4,269	0.0%	Shares	Sole	2025-10-10
2025-06-30	$601,331	4,269	+49.6%	Shares	Sole	2025-07-22
2021-12-31	$280,148	2,854	+1.5%	Shares	Sole	2022-02-14
2021-09-30	$273,733	2,813	-9.8%	Shares	Sole	2021-10-14
2021-06-30	$285,981	3,119	+896.5%	Shares	Sole	2021-07-29
2020-06-30	$15,117	313	0.0%	Shares	Sole	2020-07-07
2020-03-31	$10,642	313	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.