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Livermore
Livermore
ZHEN

Objective Capital Management, LLC

SEC CIK
0001924152
Latest filing
Jul 20, 2026

MS holding history

Morgan Stanley in every 13F filed by Objective Capital Management, 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)
1,840
Value
$384.6K
% of portfolio
0.3%
Quarters held
17
Since Q4 2021
Holdings of MS by Objective Capital Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,840$384.6K0.3%00.0%UnchangedHolders
Q1 20261,840$302.8K0.3%+240+15.0%AddedHolders
Q4 20251,600$284.0K0.3%00.0%UnchangedHolders
Q3 20251,600$254.3K0.3%00.0%UnchangedHolders
Q2 20251,600$225.4K0.3%+1,600NewHolders
Q1 20250$00.0%−2,832−100.0%Sold outHolders
Q4 20242,832$356.0K0.2%−237−7.7%ReducedHolders
Q3 20243,069$319.9K0.2%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 20243,013$283.7K0.2%+35+1.2%AddedHolders
Q4 20232,978$277.7K0.2%−104−3.4%ReducedHolders
Q3 20233,082$251.7K0.2%−52−1.7%ReducedHolders
Q2 20233,134$267.6K0.2%+10.0%AddedHolders
Q1 20233,133$275.1K0.3%00.0%UnchangedHolders
Q4 20223,133$266.4K0.3%+78+2.6%AddedHolders
Q3 20223,055$241.0K0.3%+13+0.4%AddedHolders
Q2 20223,042$231.0K0.2%00.0%UnchangedHolders
Q1 20223,042$266.0K0.2%00.0%UnchangedHolders
Q4 20213,042$299.0K0.2%–No prior filingHolders