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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

MS holding history

Morgan Stanley in every 13F filed by Greenleaf Trust, 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)
29,247
Value
$6.11M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,247$6.11M0.1%+1,004+3.6%AddedHolders
Q1 202628,243$4.65M<0.1%+680+2.5%AddedHolders
Q4 202527,563$4.89M<0.1%−308−1.1%ReducedHolders
Q3 202527,871$4.43M<0.1%−844−2.9%ReducedHolders
Q2 202528,715$4.04M<0.1%−2,520−8.1%ReducedHolders
Q1 202531,235$3.64M<0.1%−1,650−5.0%ReducedHolders
Q4 202432,885$4.13M<0.1%+1,010+3.2%AddedHolders
Q3 202431,875$3.32M<0.1%+114+0.4%AddedHolders
Q2 202431,761$3.09M<0.1%+965+3.1%AddedHolders
Q1 202430,796$2.90M<0.1%+1,369+4.7%AddedHolders
Q4 202329,427$2.74M<0.1%−8,470−22.4%ReducedHolders
Q3 202337,897$3.10M<0.1%+1,841+5.1%AddedHolders
Q2 202336,056$3.08M<0.1%−3,000−7.7%ReducedHolders
Q1 202339,056$3.43M<0.1%+644+1.7%AddedHolders
Q4 202238,412$3.27M<0.1%+238+0.6%AddedHolders
Q3 202238,174$3.02M<0.1%+3,023+8.6%AddedHolders
Q2 202235,151$2.67M<0.1%+1,530+4.6%AddedHolders
Q1 202233,621$2.94M<0.1%−391−1.1%ReducedHolders
Q4 202134,012$3.34M<0.1%+2,815+9.0%AddedHolders
Q3 202131,197$3.04M<0.1%+1,029+3.4%AddedHolders
Q2 202130,168$2.77M<0.1%+1,043+3.6%AddedHolders
Q1 202129,125$2.26M<0.1%––Holders

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