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Compton Wealth Advisory Group, LLC

SEC CIK
0001761044
Latest filing
Jul 21, 2026

MS holding history

Morgan Stanley in every 13F filed by Compton Wealth Advisory Group, 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)
15,698
Value
$3.33M
% of portfolio
0.7%
Quarters held
19
Since Q4 2021
Holdings of MS by Compton Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,698$3.33M0.7%−134−0.8%ReducedHolders
Q1 202615,832$2.63M0.6%+1,956+14.1%AddedHolders
Q4 202513,876$2.46M0.5%−249−1.8%ReducedHolders
Q3 202514,125$2.25M0.5%+50.0%AddedHolders
Q2 202514,120$1.99M0.5%+708+5.3%AddedHolders
Q1 202513,412$1.56M0.4%+319+2.4%AddedHolders
Q4 202413,093$1.65M0.4%+842+6.9%AddedHolders
Q3 202412,251$1.28M0.3%+699+6.1%AddedHolders
Q2 202411,552$1.12M0.3%−242−2.1%ReducedHolders
Q1 202411,794$1.11M0.3%+173+1.5%AddedHolders
Q4 202311,621$1.08M0.3%+306+2.7%AddedHolders
Q3 202311,315$924.1K0.3%+455+4.2%AddedHolders
Q2 202310,860$927.4K0.3%+147+1.4%AddedHolders
Q1 202310,713$940.6K0.3%+2,226+26.2%AddedHolders
Q4 20228,487$721.5K0.3%−6,009−41.5%ReducedHolders
Q3 202214,496$1.15M0.5%+283+2.0%AddedHolders
Q2 202214,213$1.08M0.5%+468+3.4%AddedHolders
Q1 202213,745$1.20M0.5%+990+7.8%AddedHolders
Q4 202112,755$1.25M0.5%+12,755NewHolders