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Livermore
Livermore
ZHEN

Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

MS holding history

Morgan Stanley in every 13F filed by Joel Isaacson & Co., 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)
46,639
Value
$9.75M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MS by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,639$9.75M0.3%−982−2.1%ReducedHolders
Q1 202647,621$7.84M0.3%−988−2.0%ReducedHolders
Q4 202548,609$8.63M0.3%+200+0.4%AddedHolders
Q3 202548,409$7.70M0.3%+26+0.1%AddedHolders
Q2 202548,383$6.82M0.3%−115−0.2%ReducedHolders
Q1 202548,498$5.66M0.3%+468+1.0%AddedHolders
Q4 202448,030$6.04M0.3%+235+0.5%AddedHolders
Q3 202447,795$4.98M0.2%−39−0.1%ReducedHolders
Q2 202447,834$4.65M0.2%+193+0.4%AddedHolders
Q1 202447,641$4.49M0.2%+3,021+6.8%AddedHolders
Q4 202344,620$4.16M0.3%+198+0.4%AddedHolders
Q3 202344,422$3.63M0.2%+34+0.1%AddedHolders
Q2 202344,388$3.79M0.3%+36+0.1%AddedHolders
Q1 202344,352$3.89M0.3%−150−0.3%ReducedHolders
Q4 202244,502$3.78M0.3%+213+0.5%AddedHolders
Q3 202244,289$3.50M0.3%+132+0.3%AddedHolders
Q2 202244,157$3.36M0.3%+32+0.1%AddedHolders
Q1 202244,125$3.82M0.3%+26+0.1%AddedHolders
Q4 202144,099$4.33M0.3%+25+0.1%AddedHolders
Q3 202144,074$4.29M0.3%−195−0.4%ReducedHolders
Q2 202144,269$4.06M0.3%+150.0%AddedHolders
Q1 202144,254$3.44M0.3%––Holders

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