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Livermore
Livermore
ZHEN

Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

MS holding history

Morgan Stanley in every 13F filed by Integris 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of MS by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,231−100.0%Sold outHolders
Q4 20255,231$928.6K0.2%00.0%UnchangedHolders
Q3 20255,231$831.5K0.2%00.0%UnchangedHolders
Q2 20255,231$736.8K0.2%00.0%UnchangedHolders
Q1 20255,231$610.3K0.2%00.0%UnchangedHolders
Q4 20245,231$657.6K0.2%00.0%UnchangedHolders
Q3 20245,231$545.3K0.2%00.0%UnchangedHolders
Q2 20245,231$508.4K0.1%00.0%UnchangedHolders
Q1 20245,231$492.5K0.1%00.0%UnchangedHolders
Q4 20235,231$487.8K0.1%00.0%UnchangedHolders
Q3 20235,231$427.2K0.1%+212+4.2%AddedHolders
Q2 20235,019$428.6K0.2%−40−0.8%ReducedHolders
Q1 20235,059$444.2K0.2%+40+0.8%AddedHolders
Q4 20225,019$426.7K0.2%–No prior filingHolders