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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

MS holding history

Morgan Stanley in every 13F filed by REDW Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of MS by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,433−100.0%Sold outHolders
Q1 20232,433$213.6K0.1%00.0%UnchangedHolders
Q4 20222,433$206.9K0.1%+2,433NewHolders
Q2 20220$00.0%−2,433−100.0%Sold outHolders
Q1 20222,433$213.0K0.1%00.0%UnchangedHolders
Q4 20212,433$239.0K0.1%00.0%UnchangedHolders
Q3 20212,433$237.0K0.1%00.0%UnchangedHolders
Q2 20212,433$223.0K0.1%+2,433NewHolders