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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

MS holding history

Morgan Stanley in every 13F filed by W 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)
9,934
Value
$2.08M
% of portfolio
0.9%
Quarters held
19
Since Q4 2021
Holdings of MS by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,934$2.08M0.9%−151−1.5%ReducedHolders
Q1 202610,085$1.66M0.9%+682+7.3%AddedHolders
Q4 20259,403$1.67M0.8%−43−0.5%ReducedHolders
Q3 20259,446$1.50M0.8%+21+0.2%AddedHolders
Q2 20259,425$1.33M0.8%−25−0.3%ReducedHolders
Q1 20259,450$1.10M0.7%+87+0.9%AddedHolders
Q4 20249,363$1.18M0.7%+15+0.2%AddedHolders
Q3 20249,348$974.5K0.6%+20+0.2%AddedHolders
Q2 20249,328$906.6K0.6%+18+0.2%AddedHolders
Q1 20249,310$876.7K0.6%+20+0.2%AddedHolders
Q4 20239,290$866.3K0.6%+23+0.2%AddedHolders
Q3 20239,267$756.8K0.6%+20+0.2%AddedHolders
Q2 20239,247$789.7K0.6%+20+0.2%AddedHolders
Q1 20239,227$810.2K0.7%+15+0.2%AddedHolders
Q4 20229,212$783.2K0.7%−5−0.1%ReducedHolders
Q3 20229,217$728.0K0.7%+17+0.2%AddedHolders
Q2 20229,200$700.0K0.6%+17+0.2%AddedHolders
Q1 20229,183$803.0K0.6%+14+0.2%AddedHolders
Q4 20219,169$900.0K0.7%–No prior filingHolders