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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

MS holding history

Morgan Stanley in every 13F filed by Clearstead Advisors, 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 2026)
40,871
Value
$8.54M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,871$8.54M0.1%+4,461+12.3%AddedHolders
Q1 202636,410$5.99M0.1%−4,946−12.0%ReducedHolders
Q4 202541,356$7.34M0.1%+1,661+4.2%AddedHolders
Q3 202539,695$6.31M0.1%+2,625+7.1%AddedHolders
Q2 202537,070$5.22M0.1%+3,378+10.0%AddedHolders
Q1 202533,692$3.93M0.1%+325+1.0%AddedHolders
Q4 202433,367$4.19M0.1%+806+2.5%AddedHolders
Q3 202432,561$3.39M0.1%−68−0.2%ReducedHolders
Q2 202432,629$3.17M0.1%+26,955+475.1%AddedHolders
Q1 20245,674$559.3K<0.1%+116+2.1%AddedHolders
Q4 20235,558$518.3K<0.1%+367+7.1%AddedHolders
Q3 20235,191$424.0K<0.1%−428−7.6%ReducedHolders
Q2 20235,619$479.9K<0.1%−1,023−15.4%ReducedHolders
Q1 20236,642$583.2K<0.1%+4,045+155.8%AddedHolders
Q4 20222,597$220.8K<0.1%−965−27.1%ReducedHolders
Q3 20223,562$281.0K<0.1%+179+5.3%AddedHolders
Q2 20223,383$257.0K<0.1%+223+7.1%AddedHolders
Q1 20223,160$276.0K<0.1%+1,789+130.5%AddedHolders
Q4 20211,371$135.0K<0.1%−785−36.4%ReducedHolders
Q3 20212,156$210.0K<0.1%+673+45.4%AddedHolders
Q2 20211,483$136.0K<0.1%−2−0.1%ReducedHolders
Q1 20211,485$115.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.