Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionHHM Wealth Advisors, LLC
Latest Disclosed Ownership1,070 shares
Latest Disclosed Value $ 176,028
HHM Wealth Advisors, LLC reports 32.59% increase in ownership of MS / Morgan Stanley

On April 17, 2026 - HHM Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,070 shares of Morgan Stanley (CH:MS) valued at $176,028 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 807 shares of Morgan Stanley. This represents a change in shares of 32.59% 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 NEW 617446448 1,070 263 32.59 176 23.08 0.0121
2026-01-22 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 807 0 0.00 143 11.72 0.0169
2025-10-29 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 807 20 2.54 128 16.36 0.0148
2025-08-11 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 787 -179 -18.53 111 -1.79 0.0132
2025-05-08 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 966 179 22.74 113 14.29 0.0152
2025-01-24 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 787 46 6.21 99 27.27 0.0135
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 741 0 0.00 77 6.94 0.0110
2024-08-07 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 741 0 0.00 72 4.35 0.0108
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 741 0 0.00 70 0.00 0.0115
2024-02-05 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 741 -26 -3.39 69 11.29 0.0120
2023-11-03 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 767 26 3.51 63 -1.59 0.0122
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 741 0 0.00 63 -3.08 0.0119
2023-05-02 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 741 61 8.97 65 14.04 0.0133
2023-01-19 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 680 0 0.00 58 5.56 0.0132
2022-11-04 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 680 0 0.00 54 3.85 0.0142
2022-08-08 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 680 0 0.00 52 -11.86 0.0133
2022-04-27 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 680 0 0.00 59 -11.94 0.0138
2022-02-03 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 680 0 0.00 67 1.52 0.0162
2021-11-02 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 680 0 0.00 66 6.45 0.0179
2021-07-27 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 680 0 0.00 62 16.98 0.0169
2021-04-23 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 680 0 0.00 53 12.77 0.0164
2021-01-28 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 680 -77 -10.17 47 27.03 0.0161
2020-11-12 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 757 0 0.00 37 0.00 0.0148
2020-08-13 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 757 0 0.00 37 42.31 0.0155
2020-05-12 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 757 757 26 0.0127
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.