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Livermore
Livermore
ZHEN

Paces Ferry Wealth Advisors, LLC

SEC CIK
0001819919
Latest filing
Aug 13, 2026

MS holding history

Morgan Stanley in every 13F filed by Paces Ferry Wealth Advisors, 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)
3,144
Value
$657.2K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MS by Paces Ferry Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,144$657.2K0.2%−15−0.5%ReducedHolders
Q1 20263,159$519.9K0.2%−44−1.4%ReducedHolders
Q4 20253,203$568.6K0.2%−34−1.1%ReducedHolders
Q3 20253,237$514.6K0.2%00.0%UnchangedHolders
Q2 20253,237$456.0K0.2%−82−2.5%ReducedHolders
Q1 20253,319$387.2K0.2%−38−1.1%ReducedHolders
Q4 20243,357$422.0K0.2%−17−0.5%ReducedHolders
Q3 20243,374$351.7K0.2%−7−0.2%ReducedHolders
Q2 20243,381$328.6K0.2%00.0%UnchangedHolders
Q1 20243,381$318.4K0.2%−141−4.0%ReducedHolders
Q4 20233,522$328.4K0.2%−218−5.8%ReducedHolders
Q3 20233,740$305.4K0.2%−31−0.8%ReducedHolders
Q2 20233,771$322.0K0.2%+123+3.4%AddedHolders
Q1 20233,648$320.3K0.3%+96+2.7%AddedHolders
Q4 20223,552$302.0K0.3%−57−1.6%ReducedHolders
Q3 20223,609$285.0K0.3%+13+0.4%AddedHolders
Q2 20223,596$274.0K0.3%+17+0.5%AddedHolders
Q1 20223,579$313.0K0.2%−50−1.4%ReducedHolders
Q4 20213,629$356.0K0.3%−370−9.3%ReducedHolders
Q3 20213,999$389.0K0.3%−1,408−26.0%ReducedHolders
Q2 20215,407$496.0K0.4%−414−7.1%ReducedHolders
Q1 20215,821$452.0K0.4%––Holders

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