Great Diamond Partners, LLC

SEC CIK: 0001801112
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Great Diamond Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 13,169
Value: $2.75M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of MS by Great Diamond Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,169	$2.75M	0.5%	+70+0.5%	Added	Holders
Q1 2026	13,099	$2.16M	0.4%	−134−1.0%	Reduced	Holders
Q4 2025	13,233	$2.35M	0.5%	−40−0.3%	Reduced	Holders
Q3 2025	13,273	$2.11M	0.4%	−88−0.7%	Reduced	Holders
Q2 2025	13,361	$1.88M	0.4%	+72+0.5%	Added	Holders
Q1 2025	13,289	$1.55M	0.4%	−947−6.7%	Reduced	Holders
Q4 2024	14,236	$1.79M	0.5%	−99−0.7%	Reduced	Holders
Q3 2024	14,335	$1.49M	0.4%	−2,726−16.0%	Reduced	Holders
Q2 2024	17,061	$1.66M	0.4%	−487−2.8%	Reduced	Holders
Q1 2024	17,548	$1.65M	0.4%	+187+1.1%	Added	Holders
Q4 2023	17,361	$1.62M	0.4%	−7,930−31.4%	Reduced	Holders
Q3 2023	25,291	$2.07M	0.6%	+46+0.2%	Added	Holders
Q2 2023	25,245	$2.16M	0.6%	+615+2.5%	Added	Holders
Q1 2023	24,630	$2.16M	0.6%	−2,147−8.0%	Reduced	Holders
Q4 2022	26,777	$2.28M	0.7%	−57−0.2%	Reduced	Holders
Q3 2022	26,834	$2.12M	0.7%	+912+3.5%	Added	Holders
Q2 2022	25,922	$1.97M	0.7%	−811−3.0%	Reduced	Holders
Q1 2022	26,733	$2.34M	0.7%	−8,523−24.2%	Reduced	Holders
Q4 2021	35,256	$3.46M	0.9%	−394−1.1%	Reduced	Holders
Q3 2021	35,650	$3.47M	1.0%	+638+1.8%	Added	Holders
Q2 2021	35,012	$3.21M	0.9%	+738+2.2%	Added	Holders
Q1 2021	34,274	$2.66M	0.8%	–	–	Holders

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