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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

MS holding history

Morgan Stanley in every 13F filed by Primoris 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)
2,567
Value
$536.6K
% of portfolio
0.2%
Quarters held
16
Since Q4 2021
Holdings of MS by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,567$536.6K0.2%00.0%UnchangedHolders
Q1 20262,567$422.5K0.3%+232+9.9%AddedHolders
Q4 20252,335$414.5K0.2%00.0%UnchangedHolders
Q3 20252,335$371.2K0.2%00.0%UnchangedHolders
Q2 20252,335$328.9K0.2%00.0%UnchangedHolders
Q1 20252,335$272.4K0.2%+30+1.3%AddedHolders
Q4 20242,305$289.8K0.2%00.0%UnchangedHolders
Q3 20242,305$240.3K0.2%00.0%UnchangedHolders
Q2 20242,305$224.0K0.2%00.0%UnchangedHolders
Q1 20242,305$217.0K0.2%00.0%UnchangedHolders
Q4 20232,305$214.9K0.2%+2,305NewHolders
Q3 20230$00.0%−2,429−100.0%Sold outHolders
Q2 20232,429$207.4K0.2%00.0%UnchangedHolders
Q1 20232,429$213.3K0.3%−264−9.8%ReducedHolders
Q4 20222,693$229.0K0.4%+2,693NewHolders
Q2 20220$00.0%−2,429−100.0%Sold outHolders
Q1 20222,429$212.0K0.2%00.0%UnchangedHolders
Q4 20212,429$238.0K0.2%–No prior filingHolders