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Livermore
Livermore
ZHEN

Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

MS holding history

Morgan Stanley in every 13F filed by Baron Wealth 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)
5,817
Value
$1.22M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of MS by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,817$1.22M0.3%+102+1.8%AddedHolders
Q1 20265,715$940.5K0.3%−149−2.5%ReducedHolders
Q4 20255,864$1.04M0.3%+598+11.4%AddedHolders
Q3 20255,266$837.1K0.3%+50+1.0%AddedHolders
Q2 20255,216$734.7K0.3%+406+8.4%AddedHolders
Q1 20254,810$561.2K0.2%+261+5.7%AddedHolders
Q4 20244,549$571.9K0.3%+10.0%AddedHolders
Q3 20244,548$474.1K0.2%+65+1.4%AddedHolders
Q2 20244,483$435.7K0.2%−20.0%ReducedHolders
Q1 20244,485$422.3K0.2%+3+0.1%AddedHolders
Q4 20234,482$418.0K0.2%+20+0.4%AddedHolders
Q3 20234,462$364.4K0.2%+20.0%AddedHolders
Q2 20234,460$380.9K0.2%+20.0%AddedHolders
Q1 20234,458$391.4K0.3%+20.0%AddedHolders
Q4 20224,456$378.9K0.3%–No prior filingHolders