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Altman Advisors, Inc.

SEC CIK
0001731671
Latest filing
Aug 10, 2026

MS holding history

Morgan Stanley in every 13F filed by Altman Advisors, Inc., 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)
12,602
Value
$2.63M
% of portfolio
0.9%
Quarters held
16
Since Q2 2022
Holdings of MS by Altman Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,602$2.63M0.9%−446−3.4%ReducedHolders
Q1 202613,048$2.15M0.9%−3,360−20.5%ReducedHolders
Q4 202516,408$2.91M1.1%−500−3.0%ReducedHolders
Q3 202516,908$2.69M1.0%−115−0.7%ReducedHolders
Q2 202517,023$2.40M1.0%+179+1.1%AddedHolders
Q1 202516,844$1.94M0.9%+314+1.9%AddedHolders
Q4 202416,530$2.08M0.9%−51−0.3%ReducedHolders
Q3 202416,581$1.73M0.8%+251+1.5%AddedHolders
Q2 202416,330$1.59M0.9%+68+0.4%AddedHolders
Q1 202416,262$1.52M0.7%+7,063+76.8%AddedHolders
Q4 20239,199$857.8K0.4%−7,571−45.1%ReducedHolders
Q3 202316,770$1.37M0.9%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202316,535$1.28M1.2%+510+3.2%AddedHolders
Q4 202216,025$1.43M0.9%−580−3.5%ReducedHolders
Q3 202216,605$1.31M0.8%+359+2.2%AddedHolders
Q2 202216,246$1.36M0.8%+16,246NewHolders