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Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

MS holding history

Morgan Stanley in every 13F filed by RMR Wealth Builders, 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)
6,308
Value
$1.32M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,308$1.32M0.1%−230−3.5%ReducedHolders
Q1 20266,538$1.08M0.1%+36+0.6%AddedHolders
Q4 20256,502$1.15M0.1%+128+2.0%AddedHolders
Q3 20256,374$1.01M0.1%+246+4.0%AddedHolders
Q2 20256,128$863.2K0.1%+2,285+59.5%AddedHolders
Q1 20253,843$448.4K<0.1%−291−7.0%ReducedHolders
Q4 20244,134$519.7K0.1%+24+0.6%AddedHolders
Q3 20244,110$428.4K<0.1%+510+14.2%AddedHolders
Q2 20243,600$349.9K<0.1%+21+0.6%AddedHolders
Q1 20243,579$337.0K<0.1%−353−9.0%ReducedHolders
Q4 20233,932$366.6K0.1%+175+4.7%AddedHolders
Q3 20233,757$306.9K<0.1%−202−5.1%ReducedHolders
Q2 20233,959$338.1K0.1%−13−0.3%ReducedHolders
Q1 20233,972$348.8K0.1%+664+20.1%AddedHolders
Q4 20223,308$281.2K0.1%−2,904−46.7%ReducedHolders
Q3 20226,212$491.0K0.1%+52+0.8%AddedHolders
Q2 20226,160$469.0K0.1%−2,595−29.6%ReducedHolders
Q1 20228,755$765.0K0.2%+2,188+33.3%AddedHolders
Q4 20216,567$645.0K0.2%+3,744+132.6%AddedHolders
Q3 20212,823$275.0K0.1%00.0%UnchangedHolders
Q2 20212,823$259.0K0.1%00.0%UnchangedHolders
Q1 20212,823$219.0K0.1%––Holders

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