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Warther Private Wealth, LLC

SEC CIK
0001954551
Latest filing
Aug 14, 2026

MS holding history

Morgan Stanley in every 13F filed by Warther Private Wealth, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2021
Holdings of MS by Warther Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,043−100.0%Sold outHolders
Q4 20252,043$362.7K0.1%+43+2.2%AddedHolders
Q3 20252,000$317.9K0.1%−115−5.4%ReducedHolders
Q2 20252,115$297.9K0.1%−42−1.9%ReducedHolders
Q1 20252,157$251.7K0.1%+42+2.0%AddedHolders
Q4 20242,115$265.9K0.1%00.0%UnchangedHolders
Q3 20242,115$220.5K0.1%00.0%UnchangedHolders
Q2 20242,115$205.6K0.1%+2,115NewHolders
Q1 20230$00.0%−9,355−100.0%Sold outHolders
Q4 20229,355$795.4K0.6%−154−1.6%ReducedHolders
Q3 20229,509$751.0K0.6%−382−3.9%ReducedHolders
Q2 20229,891$759.0K0.6%+851+9.4%AddedHolders
Q1 20229,040$786.0K0.5%+1,399+18.3%AddedHolders
Q4 20217,641$766.0K0.6%+1,862+32.2%AddedHolders
Q3 20215,779$572.0K0.5%+10.0%AddedHolders
Q2 20215,778$532.0K0.5%–No prior filingHolders