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Livermore
Livermore
ZHEN

Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

MS holding history

Morgan Stanley in every 13F filed by Diversified Trust Co, 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)
66,996
Value
$14.0M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MS by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,996$14.0M0.2%+16,004+31.4%AddedHolders
Q1 202650,992$8.39M0.2%+120+0.2%AddedHolders
Q4 202550,872$9.03M0.2%+2,629+5.4%AddedHolders
Q3 202548,243$7.67M0.2%+18,800+63.9%AddedHolders
Q2 202529,443$4.15M0.1%+145+0.5%AddedHolders
Q1 202529,298$3.42M0.1%−5,358−15.5%ReducedHolders
Q4 202434,656$4.36M0.1%+8,376+31.9%AddedHolders
Q3 202426,280$2.74M0.1%−823−3.0%ReducedHolders
Q2 202427,103$2.63M0.1%+18,154+202.9%AddedHolders
Q1 20248,949$842.6K<0.1%−3,734−29.4%ReducedHolders
Q4 202312,683$1.18M<0.1%+1,523+13.6%AddedHolders
Q3 202311,160$911.4K<0.1%+3,363+43.1%AddedHolders
Q2 20237,797$665.9K<0.1%−5,735−42.4%ReducedHolders
Q1 202313,532$1.19M<0.1%+2,894+27.2%AddedHolders
Q4 202210,638$904.0K<0.1%+664+6.7%AddedHolders
Q3 20229,974$788.0K<0.1%−6,057−37.8%ReducedHolders
Q2 202216,031$1.22M0.1%+2,022+14.4%AddedHolders
Q1 202214,009$1.22M<0.1%+2,321+19.9%AddedHolders
Q4 202111,688$1.15M<0.1%−728−5.9%ReducedHolders
Q3 202112,416$1.21M<0.1%−3,818−23.5%ReducedHolders
Q2 202116,234$1.49M0.1%+2,058+14.5%AddedHolders
Q1 202114,176$1.10M<0.1%––Holders

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