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O'Brien Wealth Partners LLC

SEC CIK
0001689874
Latest filing
Jan 22, 2026

MS holding history

Morgan Stanley in every 13F filed by O'Brien Wealth Partners 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 Q4 2025 holdings

Shares (Q4 2025)
19
Value
$3.37K
% of portfolio
<0.1%
Quarters held
2
Since Q3 2025
Holdings of MS by O'Brien Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202519$3.37K<0.1%00.0%UnchangedHolders
Q3 202519$3.02K<0.1%+19NewHolders