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True North Advisors, LLC

SEC CIK
0001634556
Latest filing
Jul 22, 2026

MS holding history

Morgan Stanley in every 13F filed by True North 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)
11,201
Value
$2.34M
% of portfolio
0.2%
Quarters held
13
Since Q2 2023
Holdings of MS by True North Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,201$2.34M0.2%−10,002−47.2%ReducedHolders
Q1 202621,203$3.49M0.4%−335−1.6%ReducedHolders
Q4 202521,538$3.82M0.5%+368+1.7%AddedHolders
Q3 202521,170$3.37M0.5%−1,201−5.4%ReducedHolders
Q2 202522,371$3.15M0.6%−2,052−8.4%ReducedHolders
Q1 202524,423$2.85M0.5%−4,172−14.6%ReducedHolders
Q4 202428,595$3.59M0.8%+26,055+1,025.8%AddedHolders
Q3 20242,540$264.8K0.1%00.0%UnchangedHolders
Q2 20242,540$246.9K0.1%−304−10.7%ReducedHolders
Q1 20242,844$267.8K0.1%+117+4.3%AddedHolders
Q4 20232,727$254.3K0.1%+18+0.7%AddedHolders
Q3 20232,709$221.2K0.1%−813−23.1%ReducedHolders
Q2 20233,522$300.8K0.1%+3,522NewHolders