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Livermore
Livermore
ZHEN

Westover Capital Advisors, LLC

SEC CIK
0001483467
Latest filing
Aug 4, 2026

MS holding history

Morgan Stanley in every 13F filed by Westover Capital Advisors, 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)
8,710
Value
$1.82M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MS by Westover Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,710$1.82M0.3%+680+8.5%AddedHolders
Q1 20268,030$1.32M0.2%00.0%UnchangedHolders
Q4 20258,030$1.43M0.3%+500+6.6%AddedHolders
Q3 20257,530$1.20M0.2%00.0%UnchangedHolders
Q2 20257,530$1.06M0.2%00.0%UnchangedHolders
Q1 20257,530$878.5K0.2%00.0%UnchangedHolders
Q4 20247,530$946.7K0.2%−103−1.3%ReducedHolders
Q3 20247,633$795.7K0.2%+1,830+31.5%AddedHolders
Q2 20245,803$564.0K0.1%00.0%UnchangedHolders
Q1 20245,803$546.4K0.2%00.0%UnchangedHolders
Q4 20235,803$541.1K0.2%+103+1.8%AddedHolders
Q3 20235,700$465.5K0.2%00.0%UnchangedHolders
Q2 20235,700$486.8K0.2%00.0%UnchangedHolders
Q1 20235,700$500.5K0.2%+1,700+42.5%AddedHolders
Q4 20224,000$340.1K0.1%00.0%UnchangedHolders
Q3 20224,000$316.0K0.1%00.0%UnchangedHolders
Q2 20224,000$304.0K0.1%00.0%UnchangedHolders
Q1 20224,000$350.0K0.1%00.0%UnchangedHolders
Q4 20214,000$393.0K0.1%00.0%UnchangedHolders
Q3 20214,000$389.0K0.1%00.0%UnchangedHolders
Q2 20214,000$367.0K0.1%00.0%UnchangedHolders
Q1 20214,000$311.0K0.1%––Holders

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