Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership9,111 shares
Latest Disclosed Value $ 1,499,476
IHT Wealth Management, LLC reports 2.66% increase in ownership of MS / Morgan Stanley

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,111 shares of Morgan Stanley (US:MS) valued at $1,499,397 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,875 shares of Morgan Stanley. This represents a change in shares of 2.66% during the quarter. The current value of the position is $1,914,586 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F Morgan Stanley COM NEW 617446448 9,111 236 2.66 1,499 -4.95 0.0347
2026-02-17 2025-12-31 13F Morgan Stanley COM NEW 617446448 8,875 1,430 19.21 1,577 33.08 0.0383
2025-11-14 2025-09-30 13F Morgan Stanley COM NEW 617446448 7,445 572 8.32 1,186 22.42 0.0300
2025-08-14 2025-06-30 13F Morgan Stanley COM NEW 617446448 6,873 128 1.90 968 23.00 0.0266
2025-05-15 2025-03-31 13F Morgan Stanley COM NEW 617446448 6,745 83 1.25 787 -5.97 0.0246
2025-02-14 2024-12-31 13F Morgan Stanley COM NEW 617446448 6,662 -2,115 -24.10 837 -8.52 0.0270
2024-11-14 2024-09-30 13F Morgan Stanley COM NEW 617446448 8,777 708 8.77 915 16.71 0.0260
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 8,069 -42 -0.52 784 2.75 0.0293
2024-05-15 2024-03-31 13F Morgan Stanley COM NEW 617446448 8,111 -675 -7.68 764 -6.84 0.0306
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 8,786 110 1.27 819 15.68 0.0365
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 8,676 257 3.05 708 -1.39 0.0359
2023-08-15 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 8,419 69 0.83 719 -2.05 0.0374
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 8,350 -52 -0.62 733 2.66 0.0419
2023-02-15 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 8,402 77 0.92 714 8.51 0.0449
2022-11-22 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 8,325 3,257 64.27 658 70.91 0.0500
2022-08-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 5,068 316 6.65 385 -7.23 0.0339
2022-05-16 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 4,752 305 6.86 415 -5.03 0.0315
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 4,447 58 1.32 437 2.34 0.0322
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 4,389 -11,789 -72.87 427 -71.21 0.0348
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 16,178 12,105 297.20 1,483 369.30 0.0941
2021-05-18 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 4,073 -902 -18.13 316 -7.33 0.0227
2021-02-17 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 4,975 697 16.29 341 64.73 0.0283
2020-11-19 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 4,278 4,278 207 0.0208
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -5,355 -100.00 0 -100.00
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 5,355 320 6.36 249 4.18 0.0539
2018-08-13 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 5,035 -463 -8.42 239 -17.59 0.0611
2018-05-14 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 5,498 236 4.48 290 4.32 0.0779
2018-02-14 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 5,262 368 7.52 278 14.88 0.0736
2017-11-14 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 4,894 -3,470 -41.49 242 764.29 0.1030
2017-08-14 2017-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 8,364 968 13.09 28 -90.94 0.0136
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 8,364 968 2
2017-05-15 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 7,396 4,071 122.44 309 116.08 0.2060
2017-02-14 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 3,325 3,325 143 0.1081
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.