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Livermore
Livermore
ZHEN

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

MS holding history

Morgan Stanley in every 13F filed by Evoke Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of MS by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−15,827−100.0%Sold outHolders
Q1 202615,827$2.60M<0.1%+1,203+8.2%AddedHolders
Q4 202514,624$2.60M<0.1%−366−2.4%ReducedHolders
Q3 202514,990$2.38M<0.1%+4,235+39.4%AddedHolders
Q2 202510,755$1.52M<0.1%−2,261−17.4%ReducedHolders
Q1 202513,016$1.52M<0.1%+528+4.2%AddedHolders
Q4 202412,488$1.57M<0.1%−273−2.1%ReducedHolders
Q3 202412,761$1.33M<0.1%+12,761NewHolders
Q2 20240$00.0%−11,774−100.0%Sold outHolders
Q1 202411,774$1.11M<0.1%+11,774NewHolders
Q4 20230$00.0%−6,844−100.0%Sold outHolders
Q3 20236,844$559.0K<0.1%−682−9.1%ReducedHolders
Q2 20237,526$642.7K<0.1%+1,787+31.1%AddedHolders
Q1 20235,739$503.9K<0.1%+391+7.3%AddedHolders
Q4 20225,348$454.7K<0.1%−61−1.1%ReducedHolders
Q3 20225,409$427.0K<0.1%+21+0.4%AddedHolders
Q2 20225,388$410.0K<0.1%−235−4.2%ReducedHolders
Q1 20225,623$491.0K<0.1%+117+2.1%AddedHolders
Q4 20215,506$541.0K<0.1%+590+12.0%AddedHolders
Q3 20214,916$478.0K<0.1%−194−3.8%ReducedHolders
Q2 20215,110$469.0K<0.1%−4,970−49.3%ReducedHolders
Q1 202110,080$783.0K<0.1%––Holders

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