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Livermore
Livermore
ZHEN

Darden Wealth Group Inc

SEC CIK
0002011221
Latest filing
Aug 6, 2026

MS holding history

Morgan Stanley in every 13F filed by Darden Wealth Group 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)
2,467
Value
$515.6K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of MS by Darden Wealth Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,467$515.6K0.2%+117+5.0%AddedHolders
Q1 20262,350$386.7K0.2%00.0%UnchangedHolders
Q4 20252,350$417.2K0.2%00.0%UnchangedHolders
Q3 20252,350$373.6K0.2%−46−1.9%ReducedHolders
Q2 20252,396$337.5K0.2%00.0%UnchangedHolders
Q1 20252,396$279.5K0.2%00.0%UnchangedHolders
Q4 20242,396$301.2K0.2%00.0%UnchangedHolders
Q3 20242,396$249.8K0.2%00.0%UnchangedHolders
Q2 20242,396$232.9K0.2%00.0%UnchangedHolders
Q1 20242,396$225.6K0.2%00.0%UnchangedHolders
Q4 20232,396$223.4K0.2%–No prior filingHolders