Position in MS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$213,941
-$51,998 QoQ
Shares Held
1,300
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Redwood Wealth Management Group, LLC holds $1,143,907 across 3 Capital Markets names. MS ranks #3 (18.7% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,941 | 1,300 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $265,939 | 1,498 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $201,084 | 1,265 | Shares | Sole | 2025-10-24 | |
| 2024-06-30 | $142,577 | 1,467 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||