Austin Private Wealth, LLC
- SEC CIK
- 0001800328
- Latest filing
- Jan 20, 2026
MS holding history
Morgan Stanley in every 13F filed by Austin Private 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 Q4 2025 holdings
- Shares (Q4 2025)
- 2,770
- Value
- $491.8K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 2,770 | $491.8K | <0.1% | −97−3.4% | Reduced | Holders |
| Q3 2025 | 2,867 | $455.7K | <0.1% | −132−4.4% | Reduced | Holders |
| Q2 2025 | 2,999 | $422.4K | <0.1% | +360+13.6% | Added | Holders |
| Q1 2025 | 2,639 | $307.9K | <0.1% | +79+3.1% | Added | Holders |
| Q4 2024 | 2,560 | $321.8K | <0.1% | +1,141+80.4% | Added | Holders |
| Q3 2024 | 1,419 | $147.9K | <0.1% | +1,419 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −1,382−100.0% | Sold out | Holders |
| Q4 2023 | 1,382 | $128.9K | <0.1% | +1,382 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1,464−100.0% | Sold out | Holders |
| Q2 2023 | 1,464 | $125.0K | <0.1% | −910−38.3% | Reduced | Holders |
| Q1 2023 | 2,374 | $208.4K | <0.1% | +2,374 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −1,843−100.0% | Sold out | Holders |
| Q4 2021 | 1,843 | $181.0K | <0.1% | −397−17.7% | Reduced | Holders |
| Q3 2021 | 2,240 | $218.0K | <0.1% | +2,240 | New | Holders |