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Flaharty Asset Management, LLC

SEC CIK
0001697882
Latest filing
Jul 8, 2026

MS holding history

Morgan Stanley in every 13F filed by Flaharty Asset 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of MS by Flaharty Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,508−100.0%Sold outHolders
Q1 20262,508$412.7K0.1%00.0%UnchangedHolders
Q4 20252,508$445.2K0.1%+500+24.9%AddedHolders
Q3 20252,008$319.2K<0.1%+216+12.1%AddedHolders
Q2 20251,792$252.4K<0.1%−75−4.0%ReducedHolders
Q1 20251,867$217.8K<0.1%+65+3.6%AddedHolders
Q4 20241,802$226.5K<0.1%+1,544+598.4%AddedHolders
Q3 2024258$26.9K<0.1%+258NewHolders
Q4 20230$00.0%−271−100.0%Sold outHolders
Q3 2023271$22.1K<0.1%+271NewHolders
Q1 20220$00.0%−2,255−100.0%Sold outHolders
Q4 20212,255$221.0K<0.1%+2,255NewHolders