Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership3,987 shares
Latest Disclosed Value $ 656,193
Boston Private Wealth Llc reports 6.36% decrease in ownership of MS / Morgan Stanley

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 3,987 shares of Morgan Stanley (CH:MS) valued at $656,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 4,258 shares of Morgan Stanley. This represents a change in shares of -6.36% 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)
2026-04-17 2026-03-31 13F MORGAN STANLEY COM USD0.01 COM 617446448 3,987 -271 -6.36 656 -13.11 0.0432
2026-02-04 2025-12-31 13F MORGAN STANLEY COM USD0.01 COM 617446448 4,258 -196 -4.40 756 6.64 0.0446
2025-11-06 2025-09-30 13F MORGAN STANLEY COM USD0.01 COM 617446448 4,454 -448 -9.14 708 2.61 0.0381
2025-08-14 2025-06-30 13F MORGAN STANLEY COM USD0.01 COM 617446448 4,902 4,902 691 0.0370
2025-05-14 2025-03-31 13F MORGAN STANLEY COM USD0.01 COM 617446448 0 -16,333 -100.00 0 -100.00
2025-02-05 2024-12-31 13F MORGAN STANLEY COM USD0.01 COM 617446448 16,333 16,333 2,053 0.0384
2024-10-18 2024-09-30 13F MORGAN STANLEY COM USD0.01 COM 617446448 0 -15,462 -100.00 0 -100.00
2024-08-06 2024-06-30 13F MORGAN STANLEY COM USD0.01 COM 617446448 15,462 -3,447 -18.23 1,503 -15.62 0.0372
2024-05-15 2024-03-31 13F MORGAN STANLEY COM USD0.01 COM 617446448 18,909 -49 -0.26 1,781 0.74 0.0397
2024-01-30 2023-12-31 13F MORGAN STANLEY COM USD0.01 COM 617446448 18,958 336 1.80 1,768 16.25 0.0430
2023-10-23 2023-09-30 13F MORGAN STANLEY COM USD0.01 COM 617446448 18,622 442 2.43 1,521 -2.06 0.0334
2023-07-24 2023-06-30 13F MORGAN STANLEY COM USD0.01 COM 617446448 18,180 -3,556 -16.36 1,553 -18.66 0.0281
2023-05-12 2023-03-31 13F MORGAN STANLEY COM USD0.01 COM 617446448 21,736 -407 -1.84 1,908 1.38 0.0267
2023-02-10 2022-12-31 13F Morgan Stanley COM 617446448 22,143 -950 -4.11 1,883 3.18 0.0254
2022-11-09 2022-09-30 13F Morgan Stanley COM 617446448 23,093 3,479 17.74 1,824 22.25 0.0266
2022-08-16 2022-06-30 13F Morgan Stanley COM 617446448 19,614 3,585 22.37 1,492 6.57 0.0229
2022-05-13 2022-03-31 13F Morgan Stanley COM 617446448 16,029 332 2.12 1,400 -9.15 0.0187
2022-02-15 2021-12-31 13F Morgan Stanley COM 617446448 15,697 -47,283 -75.08 1,541 -74.86 0.0253
2021-11-09 2021-09-30 13F Morgan Stanley COM 617446448 62,980 -404 -0.64 6,129 5.47 0.0787
2021-08-13 2021-06-30 13F Morgan Stanley COM 617446448 63,384 1,238 1.99 5,811 20.41 0.0737
2021-05-11 2021-03-31 13F Morgan Stanley COM 617446448 62,146 29,452 90.08 4,826 115.45 0.0672
2021-02-10 2020-12-31 13F MORGAN STANLEY COM COM 617446448 32,694 5,862 21.85 2,240 72.71 0.0329
2020-11-10 2020-09-30 13F MORGAN STANLEY COM COM 617446448 26,832 5,017 23.00 1,297 23.06 0.0214
2020-08-05 2020-06-30 13F MORGAN STANLEY COM COM 617446448 21,815 1,815 9.07 1,054 55.00 0.0196
2020-05-11 2020-03-31 13F Morgan Stanley COM 617446448 20,000 8,310 71.09 680 13.71 0.0165
2020-02-13 2019-12-31 13F Morgan Stanley COM 617446448 11,690 3,108 36.22 598 63.39 0.0109
2019-11-01 2019-09-30 13F Morgan Stanley COM 617446448 8,582 683 8.65 366 5.78 0.0073
2019-07-10 2019-06-30 13F Morgan Stanley COM 617446448 7,899 -968 -10.92 346 -7.49 0.0116
2019-05-14 2019-03-31 13F Morgan Stanley COM 617446448 8,867 -304 -3.31 374 2.75 0.0148
2019-02-14 2018-12-31 13F Morgan Stanley COM 617446448 9,171 -957 -9.45 364 -22.88 0.0155
2018-11-13 2018-09-30 13F Morgan Stanley COM 617446448 10,128 -561 -5.25 472 -6.90 0.0167
2018-08-14 2018-06-30 13F Morgan Stanley COM 617446448 10,689 -2,177 -16.92 507 -26.95 0.0194
2018-05-11 2018-03-31 13F Morgan Stanley COM 617446448 12,866 -1,538 -10.68 694 -8.20 0.0266
2018-02-13 2017-12-31 13F Morgan Stanley COM 617446448 14,404 -3,220 -18.27 756 -10.95 0.0284
2017-11-13 2017-09-30 13F Morgan Stanley COM 617446448 17,624 -1,420 -7.46 849 0.00 0.0327
2017-08-04 2017-06-30 13F Morgan Stanley COM 617446448 19,044 -589 -3.00 849 0.95 0.0333
2017-05-11 2017-03-31 13F Morgan Stanley COM 617446448 19,633 776 4.12 841 5.52 0.0335
2017-02-15 2016-12-31 13F Morgan Stanley COM 617446448 18,857 -893 -4.52 797 25.91 0.0330
2016-11-15 2016-09-30 13F/A-1 Morgan Stanley COM 617446448 19,750 867 4.59 633 28.92 0.0257
2016-11-14 2016-09-30 13F Morgan Stanley COM 617446448 18,883 0 491 0.0200
2016-08-01 2016-06-30 13F Morgan Stanley COM 617446448 18,883 -9,292 -32.98 491 -30.35 0.0200
2016-05-13 2016-03-31 13F Morgan Stanley COM 617446448 28,175 -5,073 -15.26 705 -33.36 0.0287
2016-02-12 2015-12-31 13F Morgan Stanley COM 617446448 33,248 -138,499 -80.64 1,058 -80.44 0.0417
2015-11-12 2015-09-30 13F Morgan Stanley COM 617446448 171,747 -3,030 -1.73 5,410 -20.21 0.2097
2015-08-13 2015-06-30 13F Morgan Stanley COM 617446448 174,777 3,709 2.17 6,780 11.06 0.2244
2015-05-12 2015-03-31 13F Morgan Stanley COM 617446448 171,068 20,378 13.52 6,105 4.41 0.1971
2015-02-10 2014-12-31 13F Morgan Stanley COM 617446448 150,690 150,690 5,847 0.1891
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.