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Livermore
Livermore
ZHEN

Strategic Advisors LLC

SEC CIK
0001569119
Latest filing
Jul 28, 2026

MS holding history

Morgan Stanley in every 13F filed by Strategic 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)
3,887
Value
$812.6K
% of portfolio
0.2%
Quarters held
18
Since Q1 2022
Holdings of MS by Strategic Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,887$812.6K0.2%−14,057−78.3%ReducedHolders
Q1 202617,944$2.95M0.5%+10.0%AddedHolders
Q4 202517,943$3.19M0.5%+35+0.2%AddedHolders
Q3 202517,908$2.85M0.5%+33+0.2%AddedHolders
Q2 202517,875$2.52M0.5%+227+1.3%AddedHolders
Q1 202517,648$2.06M0.4%−426−2.4%ReducedHolders
Q4 202418,074$2.27M0.4%+1,690+10.3%AddedHolders
Q3 202416,384$1.71M0.3%+60.0%AddedHolders
Q2 202416,378$1.59M0.3%−100−0.6%ReducedHolders
Q1 202416,478$1.55M0.3%−293−1.7%ReducedHolders
Q4 202316,771$1.56M0.3%−141−0.8%ReducedHolders
Q3 202316,912$1.38M0.3%+80.0%AddedHolders
Q2 202316,904$1.44M0.3%+70.0%AddedHolders
Q1 202316,897$1.48M0.3%+60.0%AddedHolders
Q4 202216,891$1.44M0.3%+70.0%AddedHolders
Q3 202216,884$1.33M0.3%+174+1.0%AddedHolders
Q2 202216,710$1.27M0.3%+60.0%AddedHolders
Q1 202216,704$1.46M0.3%+16,704NewHolders