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Livermore
Livermore
ZHEN

Wharton Business Group, LLC

SEC CIK
0001513126
Latest filing
Aug 10, 2026

MS holding history

Morgan Stanley in every 13F filed by Wharton Business Group, 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)
2,909
Value
$608.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MS by Wharton Business Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,909$608.1K<0.1%−45−1.5%ReducedHolders
Q1 20262,954$486.1K<0.1%−290−8.9%ReducedHolders
Q4 20253,244$575.9K<0.1%−15−0.5%ReducedHolders
Q3 20253,259$518.1K<0.1%−255−7.3%ReducedHolders
Q2 20253,514$495.0K<0.1%−2,820−44.5%ReducedHolders
Q1 20256,334$739.0K<0.1%−290−4.4%ReducedHolders
Q4 20246,624$833.0K<0.1%−25−0.4%ReducedHolders
Q3 20246,649$693.0K<0.1%+860+14.9%AddedHolders
Q2 20245,789$563.0K<0.1%00.0%UnchangedHolders
Q1 20245,789$545.0K<0.1%−150−2.5%ReducedHolders
Q4 20235,939$554.0K<0.1%00.0%UnchangedHolders
Q3 20235,939$485.0K<0.1%−85−1.4%ReducedHolders
Q2 20236,024$514.0K<0.1%00.0%UnchangedHolders
Q1 20236,024$528.0K<0.1%−305−4.8%ReducedHolders
Q4 20226,329$538.0K<0.1%00.0%UnchangedHolders
Q3 20226,329$500.0K<0.1%00.0%UnchangedHolders
Q2 20226,329$481.0K<0.1%00.0%UnchangedHolders
Q1 20226,329$553.0K<0.1%−285−4.3%ReducedHolders
Q4 20216,614$649.0K<0.1%+6,614NewHolders
Q3 20210$00.0%−6,959−100.0%Sold outHolders
Q2 20216,959$638.0K<0.1%00.0%UnchangedHolders
Q1 20216,959$540.0K<0.1%––Holders

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