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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

MS holding history

Morgan Stanley in every 13F filed by Wealthspire 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)
45,471
Value
$9.51M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,471$9.51M0.1%+22,867+101.2%AddedHolders
Q1 202622,604$3.72M<0.1%−3,065−11.9%ReducedHolders
Q4 202525,669$4.56M<0.1%+3,526+15.9%AddedHolders
Q3 202522,143$3.52M<0.1%−2,404−9.8%ReducedHolders
Q2 202524,547$3.46M<0.1%−946−3.7%ReducedHolders
Q1 202525,493$2.97M<0.1%−4,815−15.9%ReducedHolders
Q4 202430,308$3.81M<0.1%−3,174−9.5%ReducedHolders
Q3 202433,482$3.49M<0.1%+428+1.3%AddedHolders
Q2 202433,054$3.21M<0.1%−2,242−6.4%ReducedHolders
Q1 202435,296$3.32M<0.1%−1,813−4.9%ReducedHolders
Q4 202337,109$3.46M<0.1%−537−1.4%ReducedHolders
Q3 202337,646$3.07M0.1%+24,787+192.8%AddedHolders
Q2 202312,859$1.10M<0.1%+134+1.1%AddedHolders
Q1 202312,725$1.12M<0.1%−1,251−9.0%ReducedHolders
Q4 202213,976$1.19M<0.1%+4,101+41.5%AddedHolders
Q3 20229,875$780.0K<0.1%−1,066−9.7%ReducedHolders
Q2 202210,941$832.0K<0.1%+3,418+45.4%AddedHolders
Q1 20227,523$657.0K<0.1%−6,513−46.4%ReducedHolders
Q4 202114,036$1.38M<0.1%−4,024−22.3%ReducedHolders
Q3 202118,060$1.76M<0.1%+14,626+425.9%AddedHolders
Q2 20213,434$315.0K<0.1%−30,418−89.9%ReducedHolders
Q1 202133,852$2.63M0.1%––Holders

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