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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

MS holding history

Morgan Stanley in every 13F filed by Evermay Wealth Management 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)
303
Value
$63.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026303$63.3K<0.1%+230+315.1%AddedHolders
Q1 202673$12.0K<0.1%+54+284.2%AddedHolders
Q4 202519$3.37K<0.1%−18−48.6%ReducedHolders
Q3 202537$5.88K<0.1%00.0%UnchangedHolders
Q2 202537$5.21K<0.1%00.0%UnchangedHolders
Q1 202537$4.32K<0.1%00.0%UnchangedHolders
Q4 202437$4.65K<0.1%−15−28.8%ReducedHolders
Q3 202452$5.42K<0.1%00.0%UnchangedHolders
Q2 202452$5.05K<0.1%00.0%UnchangedHolders
Q1 202452$4.90K<0.1%−361−87.4%ReducedHolders
Q4 2023413$38.5K<0.1%+48+13.2%AddedHolders
Q3 2023365$29.8K<0.1%−168−31.5%ReducedHolders
Q2 2023533$45.5K<0.1%+15+2.9%AddedHolders
Q1 2023518$45.5K<0.1%+168+48.0%AddedHolders
Q4 2022350$29.8K<0.1%00.0%UnchangedHolders
Q3 2022350$28.0K<0.1%00.0%UnchangedHolders
Q2 2022350$27.0K<0.1%00.0%UnchangedHolders
Q1 2022350$31.0K<0.1%−5,225−93.7%ReducedHolders
Q4 20215,575$547.0K0.1%00.0%UnchangedHolders
Q3 20215,575$543.0K0.1%−465−7.7%ReducedHolders
Q2 20216,040$554.0K0.1%00.0%UnchangedHolders
Q1 20216,040$469.0K0.1%––Holders

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