Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionAtlas Capital Advisors Llc
Latest Disclosed Ownership1,877 shares
Latest Disclosed Value $ 308,897
Atlas Capital Advisors Llc ownership in MS / Morgan Stanley

On May 11, 2026 - Atlas Capital Advisors Llc filed a 13F-HR form disclosing ownership of 1,877 shares of Morgan Stanley (CH:MS) valued at $308,897 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,877 shares of Morgan Stanley. This represents a change in shares of 0.00% during the quarter.

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)
2026-05-11 2026-03-31 13F Morgan Stanley Equity 617446448 1,877 0 0.00 309 -7.51 0.0353
2026-02-13 2025-12-31 13F Morgan Stanley Equity 617446448 1,877 6 0.32 333 26.62 0.0371
2025-08-12 2025-06-30 13F Morgan Stanley Equity 617446448 1,871 0 0.00 264 20.64 0.0322
2025-05-12 2025-03-31 13F Morgan Stanley Equity 617446448 1,871 0 0.00 218 -7.23 0.0273
2025-02-12 2024-12-31 13F Morgan Stanley Equity 617446448 1,871 0 0.00 235 20.51 0.0299
2024-11-05 2024-09-30 13F Morgan Stanley Equity 617446448 1,871 0 0.00 195 7.73 0.0297
2024-11-05 2024-09-30 13F Morgan Stanley Equity 617446448 1,871 195
2024-07-30 2024-06-30 13F Morgan Stanley Equity 617446448 1,871 -45 -2.35 182 0.56 0.0236
2024-04-15 2024-03-31 13F Morgan Stanley Equity 617446448 1,916 100 5.51 180 6.51 0.0282
2024-02-15 2023-12-31 13F Morgan Stanley Equity 617446448 1,816 -600 -24.83 169 -14.21 0.0245
2023-11-14 2023-09-30 13F Morgan Stanley Equity 617446448 2,416 0 0.00 197 -4.37 0.0325
2023-08-15 2023-06-30 13F Morgan Stanley Equity 617446448 2,416 600 33.04 206 29.56 0.0313
2023-05-16 2023-03-31 13F Morgan Stanley Equity 617446448 1,816 0 0.00 159 3.25 0.0251
2023-02-15 2022-12-31 13F Morgan Stanley US Large Cap 617446448 1,816 0 0.00 154 7.69 0.0260
2022-11-08 2022-09-30 13F Morgan Stanley US Large Cap 617446448 1,816 0 0.00 143 3.62 0.0261
2022-08-16 2022-06-30 13F Morgan Stanley US Large Cap 617446448 1,816 -465 -20.39 138 -30.65 0.0234
2022-05-11 2022-03-31 13F Morgan Stanley International Large Cap 617446448 2,281 -400 -14.92 199 -24.33 0.0310
2022-02-01 2021-12-31 13F Morgan Stanley US Large Cap 617446448 2,681 -183 -6.39 263 -5.40 0.0392
2021-10-28 2021-09-30 13F Morgan Stanley US Large Cap 617446448 2,864 150 5.53 279 12.10 0.0447
2021-07-30 2021-06-30 13F Morgan Stanley US Large Cap 617446448 2,714 21 0.78 249 18.66 0.0417
2021-05-10 2021-03-31 13F Morgan Stanley US Large Cap 617446448 2,693 314 13.20 209 28.22 0.0407
2021-02-16 2020-12-31 13F Morgan Stanley US Large Cap 617446448 2,379 2,379 163 0.0343
2019-04-26 2019-03-31 13F Morgan Stanley US Large Cap 617446448 0 -154 -100.00 0 -100.00
2019-01-29 2018-12-31 13F Morgan Stanley US Large Cap 617446448 154 -14,859 -98.97 6 -99.15 0.0024
2018-11-09 2018-09-30 13F Morgan Stanley US Large Cap 617446448 15,013 -6,706 -30.88 707 -33.80 0.2360
2018-07-30 2018-06-30 13F Morgan Stanley US Large Cap 617446448 21,719 -830 -3.68 1,068 -12.17 0.3793
2018-04-17 2018-03-31 13F Morgan Stanley US Large Cap 617446448 22,549 22,549 1,217 0.3733
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.