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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

MS holding history

Morgan Stanley in every 13F filed by Beacon Pointe 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)
36,403
Value
$7.61M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,403$7.61M<0.1%−2,353−6.1%ReducedHolders
Q1 202638,756$6.38M<0.1%+13,699+54.7%AddedHolders
Q4 202525,057$4.45M<0.1%+1,179+4.9%AddedHolders
Q3 202523,878$3.80M<0.1%−1,246−5.0%ReducedHolders
Q2 202525,124$3.54M<0.1%+2,142+9.3%AddedHolders
Q1 202522,982$2.68M<0.1%−1,418−5.8%ReducedHolders
Q4 202424,400$3.07M<0.1%−8,742−26.4%ReducedHolders
Q3 202433,142$3.45M<0.1%−186−0.6%ReducedHolders
Q2 202433,328$3.24M<0.1%+194+0.6%AddedHolders
Q1 202433,134$3.12M<0.1%−23,810−41.8%ReducedHolders
Q4 202356,944$5.31M0.1%−3,217−5.3%ReducedHolders
Q3 202360,161$4.91M0.1%+21,446+55.4%AddedHolders
Q2 202338,715$3.31M0.1%−5,525−12.5%ReducedHolders
Q1 202344,240$3.88M0.1%+3,288+8.0%AddedHolders
Q4 202240,952$3.48M0.1%+2,355+6.1%AddedHolders
Q3 202238,597$3.06M0.1%+11,590+42.9%AddedHolders
Q2 202227,007$2.06M<0.1%−8,734−24.4%ReducedHolders
Q1 202235,741$3.12M<0.1%+21,368+148.7%AddedHolders
Q4 202114,373$1.41M<0.1%−2,443−14.5%ReducedHolders
Q3 202116,816$1.64M<0.1%+1,946+13.1%AddedHolders
Q2 202114,870$1.36M<0.1%+11,101+294.5%AddedHolders
Q1 20213,769$294.0K<0.1%––Holders

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