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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MS holding history

Morgan Stanley in every 13F filed by Creative Planning, 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)
522,699
Value
$109.3M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026522,699$109.3M0.1%+42,155+8.8%AddedHolders
Q1 2026480,544$79.1M0.1%+25,267+5.5%AddedHolders
Q4 2025455,277$80.8M0.1%+31,408+7.4%AddedHolders
Q3 2025423,869$67.4M0.1%+134,563+46.5%AddedHolders
Q2 2025289,306$40.8M<0.1%+18,763+6.9%AddedHolders
Q1 2025270,543$31.6M<0.1%+29,194+12.1%AddedHolders
Q4 2024241,349$30.3M<0.1%+21,235+9.6%AddedHolders
Q3 2024220,114$22.9M<0.1%+8,902+4.2%AddedHolders
Q2 2024211,212$20.5M<0.1%+41,660+24.6%AddedHolders
Q1 2024169,552$16.0M<0.1%+17,052+11.2%AddedHolders
Q4 2023152,500$14.2M<0.1%−17,514−10.3%ReducedHolders
Q3 2023170,014$13.9M<0.1%+11,913+7.5%AddedHolders
Q2 2023158,101$13.5M<0.1%+10,866+7.4%AddedHolders
Q1 2023147,235$12.9M<0.1%+11,331+8.3%AddedHolders
Q4 2022135,904$11.6M<0.1%+13,713+11.2%AddedHolders
Q3 2022122,191$9.65M<0.1%−6,577−5.1%ReducedHolders
Q2 2022128,768$9.79M<0.1%+7,165+5.9%AddedHolders
Q1 2022121,603$10.6M<0.1%+7,491+6.6%AddedHolders
Q4 2021114,112$11.2M<0.1%+4,381+4.0%AddedHolders
Q3 2021109,731$10.7M<0.1%+5,708+5.5%AddedHolders
Q2 2021104,023$9.54M<0.1%−14,900−12.5%ReducedHolders
Q1 2021118,923$9.24M<0.1%––Holders

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