Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership176,673 shares
Latest Disclosed Value $ 29,075,076
Wealthfront Advisers Llc reports 8.41% increase in ownership of MS / Morgan Stanley

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 176,673 shares of Morgan Stanley (US:MS) valued at $29,075,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 162,960 shares of Morgan Stanley. This represents a change in shares of 8.41% during the quarter. The current value of the position is $37,126,064 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)
2026-05-05 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 176,673 13,713 8.41 29,075 0.50 0.0638
2026-01-30 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 162,960 5,385 3.42 28,930 15.50 0.0647
2025-11-06 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 157,575 5,876 3.87 25,048 17.22 0.0588
2025-07-31 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 151,699 23,856 18.66 21,368 43.27 0.0550
2025-05-02 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 127,843 4,607 3.74 14,915 -3.73 0.0400
2025-04-01 2024-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 123,236 9,710 8.55 15,493 30.93 0.0453
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 113,526 -5,720 -4.80 11,834 2.11 0.0364
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 119,246 23,300 24.28 11,590 28.28 0.0390
2024-04-19 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 95,946 1,342 1.42 9,034 2.41 0.0316
2024-02-09 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 94,604 -35,287 -27.17 8,822 -16.85 0.0339
2023-11-01 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 129,891 3,082 2.43 10,608 -2.04 0.0457
2023-08-07 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 126,809 -15,964 -11.18 10,829 -13.61 0.0459
2023-04-28 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 142,773 16,511 13.08 12,535 16.78 0.0570
2023-02-10 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 126,262 -6,663 -5.01 10,735 2.21 0.0520
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 132,925 34,719 35.35 10,502 40.59 0.0558
2022-07-20 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 98,206 429 0.44 7,470 -12.59 0.0375
2022-05-16 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 97,777 -31,765 -24.52 8,546 -32.79 0.0375
2022-01-21 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 129,542 5,717 4.62 12,716 5.54 0.0538
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 123,825 20,124 19.41 12,049 26.72 0.0558
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 103,701 6,899 7.13 9,508 26.47 0.0452
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 96,802 7,112 7.93 7,518 22.32 0.0403
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 89,690 20,396 29.43 6,146 83.46 0.0370
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 69,294 2,073 3.08 3,350 3.17 0.0239
2020-08-14 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 67,221 9,465 16.39 3,247 65.33 0.0252
2020-05-15 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 57,756 -12,501 -17.79 1,964 -45.32 0.0178
2020-01-21 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 70,257 497 0.71 3,592 20.66 0.0266
2019-10-15 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 69,760 -6,054 -7.99 2,977 -10.36 0.0250
2019-08-13 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 75,814 8,185 12.10 3,321 16.36 0.0289
2019-05-13 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 67,629 -1,158 -1.68 2,854 4.66 0.0265
2019-02-14 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 68,787 68,787 2,727 0.0290
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.