Skip to main content
Livermore
Livermore
ZHEN

Davidson Investment Advisors

SEC CIK
0001140771
Latest filing
Jul 21, 2026

MS holding history

Morgan Stanley in every 13F filed by Davidson Investment Advisors, 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)
3,427
Value
$716.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Davidson Investment Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,427$716.4K<0.1%00.0%UnchangedHolders
Q1 20263,427$564.0K<0.1%00.0%UnchangedHolders
Q4 20253,427$608.4K<0.1%00.0%UnchangedHolders
Q3 20253,427$544.8K<0.1%00.0%UnchangedHolders
Q2 20253,427$482.7K<0.1%00.0%UnchangedHolders
Q1 20253,427$399.8K<0.1%00.0%UnchangedHolders
Q4 20243,427$430.8K<0.1%−172−4.8%ReducedHolders
Q3 20243,599$375.2K<0.1%−24−0.7%ReducedHolders
Q2 20243,623$352.1K<0.1%00.0%UnchangedHolders
Q1 20243,623$341.1K<0.1%+75+2.1%AddedHolders
Q4 20233,548$330.9K<0.1%−176−4.7%ReducedHolders
Q3 20233,724$304.1K<0.1%00.0%UnchangedHolders
Q2 20233,724$318.0K<0.1%−185−4.7%ReducedHolders
Q1 20233,909$343.2K<0.1%00.0%UnchangedHolders
Q4 20223,909$332.3K<0.1%−524−11.8%ReducedHolders
Q3 20224,433$350.0K<0.1%−151−3.3%ReducedHolders
Q2 20224,584$349.0K<0.1%−425−8.5%ReducedHolders
Q1 20225,009$438.0K<0.1%00.0%UnchangedHolders
Q4 20215,009$492.0K<0.1%−150−2.9%ReducedHolders
Q3 20215,159$502.0K<0.1%−1,260−19.6%ReducedHolders
Q2 20216,419$589.0K<0.1%−565−8.1%ReducedHolders
Q1 20216,984$542.0K<0.1%––Holders

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