Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership22,604 shares
Latest Disclosed Value $ 3,719,923
Wealthspire Advisors, LLC reports 11.94% decrease in ownership of MS / Morgan Stanley

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 22,604 shares of Morgan Stanley (US:MS) valued at $3,719,940 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 25,669 shares of Morgan Stanley. This represents a change in shares of -11.94% during the quarter. The current value of the position is $4,750,005 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)
2026-05-01 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 22,604 -3,065 -11.94 3,720 -18.37 0.0292
2026-02-12 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 25,669 3,526 15.92 4,557 29.47 0.0363
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 22,143 -2,404 -9.79 3,520 1.79 0.0184
2025-08-11 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 24,547 -946 -3.71 3,458 16.24 0.0194
2025-05-09 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 25,493 -4,815 -15.89 2,974 -21.94 0.0178
2025-02-04 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 30,308 -3,174 -9.48 3,810 9.17 0.0379
2024-11-13 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 33,482 428 1.29 3,490 8.66 0.0355
2024-08-08 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 33,054 -2,242 -6.35 3,213 -3.34 0.0411
2024-05-06 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 35,296 -1,813 -4.89 3,323 -3.96 0.0443
2024-02-07 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 37,109 -537 -1.43 3,460 12.56 0.0492
2023-11-06 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 37,646 24,787 192.76 3,075 179.96 0.0508
2023-08-01 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 12,859 134 1.05 1,098 -1.70 0.0179
2023-05-09 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 12,725 -1,251 -8.95 1,117 -5.98 0.0192
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 13,976 4,101 41.53 1,188 52.31 0.0216
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 9,875 -1,066 -9.74 780 -6.25 0.0163
2022-08-09 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 10,941 3,418 45.43 832 26.64 0.0174
2022-05-09 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 7,523 -6,513 -46.40 657 -52.32 0.0148
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 14,036 -4,024 -22.28 1,378 -21.57 0.0305
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 18,060 14,626 425.92 1,757 457.78 0.0365
2021-08-13 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 3,434 -30,418 -89.86 315 -88.02 0.0083
2021-05-17 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 33,852 15,095 80.48 2,629 104.59 0.0624
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 18,757 8,248 78.49 1,285 152.95 0.0382
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 10,509 1,441 15.89 508 15.98 0.0302
2020-08-14 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 9,068 -12,643 -58.23 438 -40.65 0.0305
2020-05-12 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 21,711 16,926 353.73 738 201.22 0.0309
2020-02-14 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 4,785 4,785 245 0.0178
2019-05-07 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -1,138 -100.00 0 -100.00
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 1,138 1,138 45 0.0043
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.