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Vestmark Advisory Solutions, Inc.

SEC CIK
0001736982
Latest filing
Aug 14, 2026

MS holding history

Morgan Stanley in every 13F filed by Vestmark Advisory Solutions, 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)
55,615
Value
$11.6M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of MS by Vestmark Advisory Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655,615$11.6M0.1%−18,834−25.3%ReducedHolders
Q1 202674,449$12.3M0.1%+9,018+13.8%AddedHolders
Q4 202565,431$11.6M0.2%+32,169+96.7%AddedHolders
Q3 202533,262$5.29M0.1%+9,692+41.1%AddedHolders
Q2 202523,570$3.32M<0.1%+12,672+116.3%AddedHolders
Q1 202510,898$1.27M<0.1%+3,416+45.7%AddedHolders
Q4 20247,482$940.7K<0.1%+3,809+103.7%AddedHolders
Q3 20243,673$382.9K<0.1%+20+0.5%AddedHolders
Q2 20243,653$355.0K<0.1%+94+2.6%AddedHolders
Q1 20243,559$335.1K<0.1%−713−16.7%ReducedHolders
Q4 20234,272$398.4K<0.1%+4,272NewHolders
Q3 20230$00.0%−41,654−100.0%Sold outHolders
Q2 202341,654$3.56M0.1%−2,558−5.8%ReducedHolders
Q1 202344,212$3.88M0.2%−1,058−2.3%ReducedHolders
Q4 202245,270$3.85M0.2%+298+0.7%AddedHolders
Q3 202244,972$3.55M0.2%+2,649+6.3%AddedHolders
Q2 202242,323$3.22M0.2%+1,294+3.2%AddedHolders
Q1 202241,029$3.59M0.2%+1,892+4.8%AddedHolders
Q4 202139,137$3.84M0.2%−2,505−6.0%ReducedHolders
Q3 202141,642$4.05M0.3%−4,584−9.9%ReducedHolders
Q2 202146,226$4.24M0.3%+2,294+5.2%AddedHolders
Q1 202143,932$3.41M0.3%––Holders

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