Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership41,722 shares
Latest Disclosed Value $ 7,406,980
Global Retirement Partners, LLC reports 63.73% increase in ownership of MS / Morgan Stanley

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 41,722 shares of Morgan Stanley (CH:MS) valued at $7,406,980 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 25,482 shares of Morgan Stanley. This represents a change in shares of 63.73% 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)
2026-02-06 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 41,722 16,240 63.73 7,407 82.86 0.1314
2025-10-21 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 25,482 1,833 7.75 4,051 21.59 0.0907
2025-08-12 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 23,649 8,805 59.32 3,331 78.51 0.0826
2025-01-31 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 14,844 727 5.15 1,866 26.85 0.0535
2024-10-16 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 14,117 1,063 8.14 1,472 16.01 0.0445
2024-07-23 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 13,054 2,170 19.94 1,269 23.83 0.0397
2024-04-23 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 10,884 802 7.95 1,025 18.24 0.0382
2024-01-18 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 10,082 2,075 25.91 867 36.81 0.0363
2023-10-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 8,007 -366 -4.37 633 -11.47 0.0319
2023-07-20 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 8,373 -1,395 -14.28 715 -13.54 0.0349
2023-05-08 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 9,768 5,378 122.51 828 121.72 0.0440
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 4,390 651 17.41 373 21.50 0.0256
2022-11-03 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 3,739 -150 -3.86 307 3.72 0.0232
2022-07-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 3,889 -34 -0.87 296 -8.07 0.0238
2022-07-14 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 3,923 3,923 322 0.0253
2022-01-21 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -1,640 -100.00 0 -100.00
2021-10-22 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 1,640 260 18.84 160 25.98 0.0158
2021-07-15 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 1,380 299 27.66 127 51.19 0.0130
2021-04-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 1,081 110 11.33 84 25.37 0.0098
2021-01-13 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 971 100 11.48 67 59.52 0.0084
2020-10-09 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 871 0 0.00 42 0.00 0.0061
2020-07-13 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 871 563 182.79 42 320.00 0.0067
2020-04-28 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 308 0 0.00 10 -37.50 0.0019
2020-01-23 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 308 -140 -31.25 16 -15.79 0.0025
2019-11-19 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 448 56 14.29 19 11.76 0.0031
2019-11-19 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 392 0 0.00 17 0.00 0.0033
2019-05-07 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 392 52 15.29 17 30.77 0.0041
2019-02-22 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 340 -295 -46.46 13 -56.67 0.0033
2018-10-17 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 635 200 45.98 30 42.86 0.0068
2018-08-13 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 435 -60 -12.12 21 -22.22 0.0053
2018-08-10 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 495 -977 -66.37 27 -64.94 0.0074
2018-08-13 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 1,472 932 172.59 77 196.15 0.0212
2018-08-10 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 540 400 285.71 26 333.33 0.0107
2018-08-10 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 140 -276 -66.35 6 -66.67 0.0028
2018-08-10 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 416 416 18 0.0101
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.