Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership22,703 shares
Latest Disclosed Value $ 3,736,196
Avidian Wealth Solutions, LLC reports 100.17% increase in ownership of MS / Morgan Stanley

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 22,703 shares of Morgan Stanley (US:MS) valued at $3,736,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,342 shares of Morgan Stanley. This represents a change in shares of 100.17% during the quarter. The current value of the position is $4,955,384 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)
2026-05-07 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 22,703 11,361 100.17 3,736 85.59 0.1182
2026-02-02 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 11,342 -88 -0.77 2,014 10.85 0.0733
2025-10-30 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 11,430 901 8.56 1,817 22.45 0.0684
2025-07-30 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 10,529 -115 -1.08 1,483 19.50 0.0603
2025-04-25 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 10,644 274 2.64 1,242 -4.76 0.0553
2025-01-29 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 10,370 305 3.03 1,304 24.21 0.0586
2024-10-30 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 10,065 -680 -6.33 1,049 0.48 0.0476
2024-08-06 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 10,745 673 6.68 1,044 10.13 0.0434
2024-05-03 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 10,072 400 4.14 948 5.22 0.0460
2024-02-06 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 9,672 -2,575 -21.03 902 -9.90 0.0555
2023-10-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 12,247 -314 -2.50 1,000 -6.72 0.0704
2023-08-03 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 12,561 3,208 34.30 1,073 30.57 0.0702
2023-05-08 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 9,353 -407 -4.17 821 -0.97 0.0451
2023-02-06 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 9,760 3,751 62.42 830 74.53 0.0540
2022-11-03 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 6,009 7 0.12 475 3.94 0.0343
2022-07-29 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 6,002 -5,339 -47.08 457 -53.88 0.0323
2022-05-10 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 11,341 -1,405 -11.02 991 -20.78 0.0607
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 12,746 4,566 55.82 1,251 57.16 0.0779
2021-11-10 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 8,180 288 3.65 796 9.94 0.0606
2021-08-09 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 7,892 1,385 21.28 724 43.37 0.0555
2021-05-05 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 6,507 119 1.86 505 15.30 0.0430
2021-02-09 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 6,388 4 0.06 438 41.75 0.0415
2021-02-03 2020-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 6,384 67 1.06 309 1.31 0.0350
2020-08-10 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 6,317 257 4.24 305 48.06 0.0411
2020-04-22 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 6,060 -113 -1.83 206 -34.81 0.0331
2020-02-13 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 6,173 129 2.13 316 22.48 0.0449
2019-11-14 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 6,044 349 6.13 258 3.20 0.0425
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 5,695 377 7.09 250 11.61 0.0591
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 5,318 -164 -2.99 224 3.23 0.0498
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 5,482 468 9.33 217 -7.26 0.0758
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 5,014 46 0.93 234 -0.43 0.0732
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 4,968 0 0.00 235 -12.31 0.0742
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 4,968 4,968 268 0.0898
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.