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Livermore
Livermore
ZHEN

Barlow Wealth Partners, Inc.

SEC CIK
0001999928
Latest filing
Jul 14, 2026

MS holding history

Morgan Stanley in every 13F filed by Barlow Wealth Partners, Inc., 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)
4,964
Value
$1.08M
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of MS by Barlow Wealth Partners, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,964$1.08M0.1%00.0%UnchangedHolders
Q1 20264,964$937.3K0.1%00.0%UnchangedHolders
Q4 20254,964$924.9K0.1%00.0%UnchangedHolders
Q3 20254,964$784.9K0.1%−400−7.5%ReducedHolders
Q2 20255,364$766.3K0.1%−100−1.8%ReducedHolders
Q1 20255,464$633.9K0.1%+82+1.5%AddedHolders
Q4 20245,382$702.6K0.1%−400−6.9%ReducedHolders
Q3 20245,782$622.4K0.1%00.0%UnchangedHolders
Q2 20245,782$589.6K0.1%00.0%UnchangedHolders
Q1 20245,782$498.4K0.1%00.0%UnchangedHolders
Q4 20235,782$539.2K0.1%–No prior filingHolders