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Livermore
Livermore
ZHEN

Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of MSCI by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−396−100.0%Sold outHolders
Q1 2026396$213.4K<0.1%+9+2.3%AddedHolders
Q4 2025387$222.0K<0.1%+7+1.8%AddedHolders
Q3 2025380$215.6K<0.1%−15−3.8%ReducedHolders
Q2 2025395$227.8K<0.1%−782−66.4%ReducedHolders
Q1 20251,177$665.5K0.1%−260−18.1%ReducedHolders
Q4 20241,437$862.0K0.1%−709−33.0%ReducedHolders
Q3 20242,146$1.25M0.1%−269−11.1%ReducedHolders
Q2 20242,415$1.16M0.1%+58+2.5%AddedHolders
Q1 20242,357$1.32M0.2%+188+8.7%AddedHolders
Q4 20232,169$1.23M0.2%−423−16.3%ReducedHolders
Q3 20232,592$1.33M0.2%+77+3.1%AddedHolders
Q2 20232,515$1.18M0.2%+140+5.9%AddedHolders
Q1 20232,375$1.33M0.3%+66+2.9%AddedHolders
Q4 20222,309$1.07M0.3%+276+13.6%AddedHolders
Q3 20222,033$857.0K0.3%−215−9.6%ReducedHolders
Q2 20222,248$927.0K0.3%−590−20.8%ReducedHolders
Q1 20222,838$1.43M0.4%−1,820−39.1%ReducedHolders
Q4 20214,658$2.85M0.6%+257+5.8%AddedHolders
Q3 20214,401$2.68M0.6%+235+5.6%AddedHolders
Q2 20214,166$2.22M0.5%+1,138+37.6%AddedHolders
Q1 20213,028$1.27M0.3%––Holders

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