Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 23,823
Value: $4.98M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MS by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,823	$4.98M	0.1%	+1,120+4.9%	Added	Holders
Q1 2026	22,703	$3.74M	0.1%	+11,361+100.2%	Added	Holders
Q4 2025	11,342	$2.01M	0.1%	−88−0.8%	Reduced	Holders
Q3 2025	11,430	$1.82M	0.1%	+901+8.6%	Added	Holders
Q2 2025	10,529	$1.48M	0.1%	−115−1.1%	Reduced	Holders
Q1 2025	10,644	$1.24M	0.1%	+274+2.6%	Added	Holders
Q4 2024	10,370	$1.30M	0.1%	+305+3.0%	Added	Holders
Q3 2024	10,065	$1.05M	<0.1%	−680−6.3%	Reduced	Holders
Q2 2024	10,745	$1.04M	0.1%	+673+6.7%	Added	Holders
Q1 2024	10,072	$948.4K	0.1%	+400+4.1%	Added	Holders
Q4 2023	9,672	$901.9K	0.1%	−2,575−21.0%	Reduced	Holders
Q3 2023	12,247	$1.00M	0.1%	−314−2.5%	Reduced	Holders
Q2 2023	12,561	$1.07M	0.1%	+3,208+34.3%	Added	Holders
Q1 2023	9,353	$821.2K	<0.1%	−407−4.2%	Reduced	Holders
Q4 2022	9,760	$829.8K	0.1%	+3,751+62.4%	Added	Holders
Q3 2022	6,009	$475.0K	<0.1%	+7+0.1%	Added	Holders
Q2 2022	6,002	$457.0K	<0.1%	−5,339−47.1%	Reduced	Holders
Q1 2022	11,341	$991.0K	0.1%	−1,405−11.0%	Reduced	Holders
Q4 2021	12,746	$1.25M	0.1%	+4,566+55.8%	Added	Holders
Q3 2021	8,180	$796.0K	0.1%	+288+3.6%	Added	Holders
Q2 2021	7,892	$724.0K	0.1%	+1,385+21.3%	Added	Holders
Q1 2021	6,507	$505.0K	<0.1%	–	–	Holders

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