Skip to main content

Aspiriant, LLC

SEC CIK
0001433541
Latest filing
Jul 20, 2026

MS holding history

Morgan Stanley in every 13F filed by Aspiriant, 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)
3,900
Value
$815.4K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of MS by Aspiriant, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,900$815.4K<0.1%+401+11.5%AddedHolders
Q1 20263,499$575.9K<0.1%−50−1.4%ReducedHolders
Q4 20253,549$630.0K<0.1%+404+12.8%AddedHolders
Q3 20253,145$499.9K<0.1%−66−2.1%ReducedHolders
Q2 20253,211$452.3K<0.1%−155−4.6%ReducedHolders
Q1 20253,366$392.7K<0.1%+405+13.7%AddedHolders
Q4 20242,961$372.2K<0.1%+173+6.2%AddedHolders
Q3 20242,788$290.6K<0.1%−246−8.1%ReducedHolders
Q2 20243,034$294.9K<0.1%−1,297−29.9%ReducedHolders
Q1 20244,331$407.9K<0.1%+56+1.3%AddedHolders
Q4 20234,275$398.7K<0.1%+151+3.7%AddedHolders
Q3 20234,124$336.9K<0.1%+880+27.1%AddedHolders
Q2 20233,244$277.0K<0.1%−65−2.0%ReducedHolders
Q1 20233,309$290.5K<0.1%−6−0.2%ReducedHolders
Q4 20223,315$281.8K<0.1%+369+12.5%AddedHolders
Q3 20222,946$232.0K<0.1%+184+6.7%AddedHolders
Q2 20222,762$209.0K<0.1%−99−3.5%ReducedHolders
Q1 20222,861$250.0K<0.1%+2,861NewHolders