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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

MS holding history

Morgan Stanley in every 13F filed by Centric Wealth Management, 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)
3,698
Value
$695.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,698$695.3K0.1%00.0%UnchangedHolders
Q1 20263,698$695.3K0.1%00.0%UnchangedHolders
Q4 20253,698$684.5K0.1%+7+0.2%AddedHolders
Q3 20253,691$605.3K0.1%+30+0.8%AddedHolders
Q2 20253,661$524.2K0.1%−15−0.4%ReducedHolders
Q1 20253,676$428.9K0.1%00.0%UnchangedHolders
Q4 20243,676$462.1K0.1%−220−5.6%ReducedHolders
Q3 20243,896$512.3K0.1%+2+0.1%AddedHolders
Q2 20243,894$405.8K0.1%+10.0%AddedHolders
Q1 20243,893$353.6K0.1%+2+0.1%AddedHolders
Q4 20233,891$334.2K0.1%−97−2.4%ReducedHolders
Q3 20233,988$325.7K0.1%+2+0.1%AddedHolders
Q2 20233,986$332.4K0.1%+875+28.1%AddedHolders
Q1 20233,111$273.2K0.1%+16+0.5%AddedHolders
Q4 20223,095$263.1K0.1%−1,015−24.7%ReducedHolders
Q3 20224,110$325.0K0.1%−391−8.7%ReducedHolders
Q2 20224,501$342.0K0.1%+286+6.8%AddedHolders
Q1 20224,215$368.0K0.1%+307+7.9%AddedHolders
Q4 20213,908$384.0K0.1%+32+0.8%AddedHolders
Q3 20213,876$377.0K0.1%00.0%UnchangedHolders
Q2 20213,876$355.0K0.1%+1,011+35.3%AddedHolders
Q1 20212,865$222.0K0.1%––Holders

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