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Livermore
Livermore
ZHEN

Simon Quick Advisors, LLC

SEC CIK
0001692038
Latest filing
Jul 28, 2026

MS holding history

Morgan Stanley in every 13F filed by Simon Quick 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)
30,705
Value
$6.42M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MS by Simon Quick Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,705$6.42M0.3%−6,421−17.3%ReducedHolders
Q1 202637,126$6.11M0.3%+2,143+6.1%AddedHolders
Q4 202534,983$6.21M0.3%+1,033+3.0%AddedHolders
Q3 202533,950$5.40M0.2%−4,082−10.7%ReducedHolders
Q2 202538,032$5.36M0.3%−8,288−17.9%ReducedHolders
Q1 202546,320$5.40M0.3%−2,927−5.9%ReducedHolders
Q4 202449,247$6.19M0.4%+776+1.6%AddedHolders
Q3 202448,471$5.05M0.3%+861+1.8%AddedHolders
Q2 202447,610$4.63M0.3%+1,182+2.5%AddedHolders
Q1 202446,428$4.37M0.3%+645+1.4%AddedHolders
Q4 202345,783$4.27M0.4%−694−1.5%ReducedHolders
Q3 202346,477$3.80M0.4%+840+1.8%AddedHolders
Q2 202345,637$3.90M0.4%+30+0.1%AddedHolders
Q1 202345,607$4.00M0.4%+1,018+2.3%AddedHolders
Q4 202244,589$3.79M0.4%−73−0.2%ReducedHolders
Q3 202244,662$3.53M0.5%+489+1.1%AddedHolders
Q2 202244,173$3.81M0.5%+42,709+2,917.3%AddedHolders
Q1 20221,464$128.0K<0.1%+1,362+1,335.3%AddedHolders
Q4 2021102$10.0K<0.1%−7,806−98.7%ReducedHolders
Q3 20217,908$769.0K0.2%+7,718+4,062.1%AddedHolders
Q2 2021190$17.0K<0.1%+88+86.3%AddedHolders
Q1 2021102$7.00K<0.1%––Holders

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