Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
MS holding history
Morgan Stanley in every 13F filed by Smith, Salley & Associates, 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)
- 30,845
- Value
- $6.45M
- % of portfolio
- 0.3%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 30,845 | $6.45M | 0.3% | +1,300+4.4% | Added | Holders |
| Q1 2026 | 29,545 | $4.86M | 0.2% | +1,707+6.1% | Added | Holders |
| Q4 2025 | 27,838 | $4.94M | 0.2% | +2,093+8.1% | Added | Holders |
| Q3 2025 | 25,745 | $4.09M | 0.2% | +4,375+20.5% | Added | Holders |
| Q2 2025 | 21,370 | $3.01M | 0.2% | −306−1.4% | Reduced | Holders |
| Q1 2025 | 21,676 | $2.53M | 0.2% | +737+3.5% | Added | Holders |
| Q4 2024 | 20,939 | $2.63M | 0.2% | +239+1.2% | Added | Holders |
| Q3 2024 | 20,700 | $2.16M | 0.1% | +4,493+27.7% | Added | Holders |
| Q2 2024 | 16,207 | $1.58M | 0.1% | +378+2.4% | Added | Holders |
| Q1 2024 | 15,829 | $1.49M | 0.1% | −655−4.0% | Reduced | Holders |
| Q4 2023 | 16,484 | $1.54M | 0.1% | +4,573+38.4% | Added | Holders |
| Q3 2023 | 11,911 | $972.7K | 0.1% | +11,911 | New | Holders |