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Livermore
Livermore
ZHEN

Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

MS holding history

Morgan Stanley in every 13F filed by Destination Wealth Management, 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)
7,291
Value
$1.52M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,291$1.52M<0.1%+727+11.1%AddedHolders
Q1 20266,564$1.08M<0.1%−196−2.9%ReducedHolders
Q4 20256,760$1.20M<0.1%−278−3.9%ReducedHolders
Q3 20257,038$1.12M<0.1%+1,413+25.1%AddedHolders
Q2 20255,625$792.3K<0.1%+139+2.5%AddedHolders
Q1 20255,486$640.1K<0.1%+1,283+30.5%AddedHolders
Q4 20244,203$528.4K<0.1%+171+4.2%AddedHolders
Q3 20244,032$420.3K<0.1%+65+1.6%AddedHolders
Q2 20243,967$385.6K<0.1%+10.0%AddedHolders
Q1 20243,966$373.4K<0.1%+87+2.2%AddedHolders
Q4 20233,879$361.7K<0.1%−211−5.2%ReducedHolders
Q3 20234,090$334.0K<0.1%−71−1.7%ReducedHolders
Q2 20234,161$355.3K<0.1%−237−5.4%ReducedHolders
Q1 20234,398$386.1K<0.1%+210+5.0%AddedHolders
Q4 20224,188$356.1K<0.1%+98+2.4%AddedHolders
Q3 20224,090$323.0K<0.1%−8−0.2%ReducedHolders
Q2 20224,098$312.0K<0.1%−307−7.0%ReducedHolders
Q1 20224,405$385.0K<0.1%+358+8.8%AddedHolders
Q4 20214,047$397.0K<0.1%+18+0.4%AddedHolders
Q3 20214,029$392.0K<0.1%00.0%UnchangedHolders
Q2 20214,029$369.0K<0.1%−200−4.7%ReducedHolders
Q1 20214,229$328.0K<0.1%––Holders

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