Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership30,423 shares
Latest Disclosed Value $ 5,006,747
HCR Wealth Advisors reports 0.24% decrease in ownership of MS / Morgan Stanley

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 30,423 shares of Morgan Stanley (CH:MS) valued at $5,006,747 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 30,496 shares of Morgan Stanley. This represents a change in shares of -0.24% 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)
2026-04-21 2026-03-31 13F Morgan Stanley Common Stock 617446448 30,423 -73 -0.24 5,007 -7.52 0.5192
2026-01-27 2025-12-31 13F Morgan Stanley Common Stock 617446448 30,496 246 0.81 5,414 15.24 0.5362
2025-10-03 2025-09-30 13F Morgan Stanley Common Stock 617446448 30,250 570 1.92 4,698 12.37 0.4865
2025-07-17 2025-06-30 13F Morgan Stanley Common Stock 617446448 29,680 44 0.15 4,181 20.91 0.4920
2025-04-21 2025-03-31 13F Morgan Stanley Common Stock 617446448 29,636 852 2.96 3,458 -4.45 0.4501
2025-01-14 2024-12-31 13F Morgan Stanley Common Stock 617446448 28,784 2,978 11.54 3,619 34.50 0.4534
2024-10-10 2024-09-30 13F Morgan Stanley Common Stock 617446448 25,806 710 2.83 2,690 10.29 0.3520
2024-08-07 2024-06-30 13F Morgan Stanley Common Stock 617446448 25,096 -274 -1.08 2,439 2.14 0.3486
2024-05-10 2024-03-31 13F Morgan Stanley Common Stock 617446448 25,370 -163 -0.64 2,389 0.34 0.3623
2024-02-09 2023-12-31 13F Morgan Stanley Common Stock 617446448 25,533 5,338 26.43 2,381 44.33 0.3761
2023-10-20 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 20,195 -4,164 -17.09 1,649 -20.72 0.3616
2023-08-10 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 24,359 125 0.52 2,080 -2.21 0.3853
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 24,234 -14 -0.06 2,128 3.20 0.4211
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 24,248 -992 -3.93 2,062 3.36 0.4327
2022-11-07 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 25,240 -301 -1.18 1,994 2.62 0.4237
2022-08-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 25,541 -1,007 -3.79 1,943 -16.25 0.3900
2022-05-05 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 26,548 89 0.34 2,320 -10.67 0.3792
2022-02-04 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 26,459 -961 -3.50 2,597 -2.66 0.4025
2021-11-02 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 27,420 631 2.36 2,668 8.63 0.4452
2021-07-21 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 26,789 2,928 12.27 2,456 32.54 0.4264
2021-05-13 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 23,861 -4,081 -14.61 1,853 -3.24 0.3664
2021-02-04 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 27,942 2,511 9.87 1,915 55.69 0.4008
2020-11-05 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 25,431 1,766 7.46 1,230 8.95 0.2812
2020-07-30 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 23,665 -1,023 -4.14 1,129 34.56 0.2649
2020-05-08 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 24,688 -1,543 -5.88 839 -37.15 0.2400
2020-02-07 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 26,231 -187 -0.71 1,335 17.52 0.3239
2019-11-07 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 26,418 4,609 21.13 1,136 18.95 0.3771
2019-07-25 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 21,809 -3,155 -12.64 955 -11.25 0.2716
2019-05-10 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 24,964 -11,835 -32.16 1,076 -26.25 0.3092
2019-01-31 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 36,799 -1,356 -3.55 1,459 -14.48 0.4713
2018-11-08 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 38,155 4,703 14.06 1,706 7.09 0.5557
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 33,452 937 2.88 1,593 -9.23 0.5227
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 32,515 -34 -0.10 1,755 2.75 0.6086
2018-02-13 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 32,549 1,230 3.93 1,708 13.19 0.5966
2017-11-13 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 31,319 1,353 4.52 1,509 13.03 0.6351
2017-08-16 2017-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 29,966 3,995 15.38 1,335 19.95 0.6593
2017-05-11 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 25,971 5,453 26.58 1,113 28.37 0.5701
2017-02-14 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 20,518 20,518 867 0.4580
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.