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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

MS holding history

Morgan Stanley in every 13F filed by AE Wealth Management 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)
290,836
Value
$60.8M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026290,836$60.8M0.3%−3,129−1.1%ReducedHolders
Q1 2026293,965$48.4M0.3%+139,071+89.8%AddedHolders
Q4 2025154,894$27.5M0.2%+133,351+619.0%AddedHolders
Q3 202521,543$3.42M<0.1%+2,983+16.1%AddedHolders
Q2 202518,560$2.61M<0.1%+4,624+33.2%AddedHolders
Q1 202513,936$1.63M<0.1%+26+0.2%AddedHolders
Q4 202413,910$1.75M<0.1%+334+2.5%AddedHolders
Q3 202413,576$1.42M<0.1%+2,334+20.8%AddedHolders
Q2 202411,242$1.09M<0.1%+3,484+44.9%AddedHolders
Q1 20247,758$730.5K<0.1%−75,417−90.7%ReducedHolders
Q4 202383,175$7.30M<0.1%+2,773+3.4%AddedHolders
Q3 202380,402$6.57M<0.1%−14,642−15.4%ReducedHolders
Q2 202395,044$8.12M<0.1%+13,977+17.2%AddedHolders
Q1 202381,067$7.12M<0.1%−1,572−1.9%ReducedHolders
Q4 202282,639$7.03M0.1%+13,701+19.9%AddedHolders
Q3 202268,938$5.45M<0.1%+7,683+12.5%AddedHolders
Q2 202261,255$4.66M<0.1%+9,097+17.4%AddedHolders
Q1 202252,158$4.56M<0.1%+24,540+88.9%AddedHolders
Q4 202127,618$2.71M<0.1%+3,459+14.3%AddedHolders
Q3 202124,159$2.35M<0.1%+60+0.2%AddedHolders
Q2 202124,099$2.21M<0.1%+1,189+5.2%AddedHolders
Q1 202122,910$1.78M<0.1%––Holders

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