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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

MS holding history

Morgan Stanley in every 13F filed by Heritage Wealth Advisors, 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)
5,484
Value
$1.15M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,484$1.15M<0.1%+3+0.1%AddedHolders
Q1 20265,481$901.9K<0.1%+41+0.8%AddedHolders
Q4 20255,440$965.8K<0.1%+4+0.1%AddedHolders
Q3 20255,436$864.1K<0.1%+5+0.1%AddedHolders
Q2 20255,431$765.1K<0.1%+5+0.1%AddedHolders
Q1 20255,426$633.1K<0.1%−6−0.1%ReducedHolders
Q4 20245,432$682.9K<0.1%+15+0.3%AddedHolders
Q3 20245,417$564.7K<0.1%−362−6.3%ReducedHolders
Q2 20245,779$561.6K<0.1%+6+0.1%AddedHolders
Q1 20245,773$543.6K<0.1%+7+0.1%AddedHolders
Q4 20235,766$537.7K<0.1%+7+0.1%AddedHolders
Q3 20235,759$470.3K<0.1%+7+0.1%AddedHolders
Q2 20235,752$491.2K<0.1%+6+0.1%AddedHolders
Q1 20235,746$504.5K<0.1%−195−3.3%ReducedHolders
Q4 20225,941$505.1K<0.1%−342−5.4%ReducedHolders
Q3 20226,283$496.4K<0.1%−1,806−22.3%ReducedHolders
Q2 20228,089$615.0K<0.1%+4,476+123.9%AddedHolders
Q1 20223,613$316.0K<0.1%+104+3.0%AddedHolders
Q4 20213,509$344.0K<0.1%+5+0.1%AddedHolders
Q3 20213,504$341.0K<0.1%+4+0.1%AddedHolders
Q2 20213,500$320.9K<0.1%−497−12.4%ReducedHolders
Q1 20213,997$310.4K<0.1%––Holders

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