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Livermore
Livermore
ZHEN

Wealth Alliance

SEC CIK
0001793904
Latest filing
Aug 11, 2026

MS holding history

Morgan Stanley in every 13F filed by Wealth Alliance, 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)
1,958
Value
$409.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Wealth Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,958$409.4K<0.1%+24+1.2%AddedHolders
Q1 20261,934$318.3K<0.1%−174−8.3%ReducedHolders
Q4 20252,108$374.3K<0.1%−182−7.9%ReducedHolders
Q3 20252,290$364.0K<0.1%−3,519−60.6%ReducedHolders
Q2 20255,809$818.3K0.1%−116−2.0%ReducedHolders
Q1 20255,925$691.2K0.1%−1,506−20.3%ReducedHolders
Q4 20247,431$934.2K0.1%−1,256−14.5%ReducedHolders
Q3 20248,687$905.6K0.1%+4,989+134.9%AddedHolders
Q2 20243,698$359.4K<0.1%+11+0.3%AddedHolders
Q1 20243,687$347.2K<0.1%−349−8.6%ReducedHolders
Q4 20234,036$376.4K0.1%00.0%UnchangedHolders
Q3 20234,036$329.7K0.1%−553−12.1%ReducedHolders
Q2 20234,589$391.9K0.1%−713−13.4%ReducedHolders
Q1 20235,302$465.5K0.1%+396+8.1%AddedHolders
Q4 20224,906$417.1K0.1%−4−0.1%ReducedHolders
Q3 20224,910$388.0K0.1%+138+2.9%AddedHolders
Q2 20224,772$363.0K0.1%+68+1.4%AddedHolders
Q1 20224,704$411.0K0.1%−1,133−19.4%ReducedHolders
Q4 20215,837$573.0K0.1%−62−1.1%ReducedHolders
Q3 20215,899$575.0K0.1%−787−11.8%ReducedHolders
Q2 20216,686$613.0K0.1%−726−9.8%ReducedHolders
Q1 20217,412$576.0K0.2%––Holders

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