Axis Wealth Partners, LLC

SEC CIK: 0002052531
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Axis Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of MS by Axis Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−1,360−100.0%	Sold out	Holders
Q1 2026	1,360	$223.9K	0.1%	+37+2.8%	Added	Holders
Q4 2025	1,323	$235.0K	0.1%	−26−1.9%	Reduced	Holders
Q3 2025	1,349	$214.5K	0.1%	+1,349	New	Holders