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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

MS holding history

Morgan Stanley in every 13F filed by EP Wealth 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)
53,093
Value
$11.1M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MS by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,093$11.1M<0.1%+6,184+13.2%AddedHolders
Q1 202646,909$7.72M<0.1%+2,854+6.5%AddedHolders
Q4 202544,055$7.82M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202544,360$6.25M<0.1%+11,087+33.3%AddedHolders
Q1 202533,273$3.88M<0.1%+8,776+35.8%AddedHolders
Q4 202424,497$3.08M<0.1%+2,374+10.7%AddedHolders
Q3 202422,123$2.31M<0.1%+4,572+26.0%AddedHolders
Q2 202417,551$1.71M<0.1%+7,185+69.3%AddedHolders
Q1 202410,366$976.1K<0.1%+1,158+12.6%AddedHolders
Q4 20239,208$858.6K<0.1%−3,536−27.7%ReducedHolders
Q3 202312,744$1.04M<0.1%+8,547+203.6%AddedHolders
Q2 20234,197$1.04M<0.1%−1,824−30.3%ReducedHolders
Q1 20236,021$260.7K<0.1%−943−13.5%ReducedHolders
Q4 20226,964$592.1K<0.1%+6,964NewHolders
Q3 20220$00.0%−8,995−100.0%Sold outHolders
Q2 20228,995$684.0K<0.1%+2,777+44.7%AddedHolders
Q1 20226,218$543.0K<0.1%−833−11.8%ReducedHolders
Q4 20217,051$692.0K<0.1%+150+2.2%AddedHolders
Q3 20216,901$672.0K<0.1%+514+8.0%AddedHolders
Q2 20216,387$586.0K<0.1%−103−1.6%ReducedHolders
Q1 20216,490$504.0K<0.1%––Holders

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