Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership5,790 shares
Latest Disclosed Value $ 952,835
Legacy Financial Advisors, Inc. reports 8.41% increase in ownership of MS / Morgan Stanley

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 5,790 shares of Morgan Stanley (CH:MS) valued at $952,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,341 shares of Morgan Stanley. This represents a change in shares of 8.41% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F MORGAN STANLEY Stock 617446448 5,790 449 8.41 953 0.42 0.1332
2026-02-04 2025-12-31 13F MORGAN STANLEY Stock 617446448 5,341 -833 -13.49 948 -3.36 0.1312
2025-11-10 2025-09-30 13F MORGAN STANLEY Stock 617446448 6,174 14 0.23 981 13.15 0.1352
2025-08-07 2025-06-30 13F MORGAN STANLEY Stock 617446448 6,160 154 2.56 868 23.86 0.1355
2025-05-14 2025-03-31 13F MORGAN STANLEY Stock 617446448 6,006 -352 -5.54 701 -12.39 0.1172
2025-02-13 2024-12-31 13F MORGAN STANLEY Stock 617446448 6,358 379 6.34 799 28.25 0.1321
2024-11-14 2024-09-30 13F MORGAN STANLEY Stock 617446448 5,979 -1,022 -14.60 623 -8.38 0.1047
2024-08-13 2024-06-30 13F MORGAN STANLEY Stock 617446448 7,001 1,107 18.78 680 22.74 0.1212
2024-05-14 2024-03-31 13F MORGAN STANLEY Stock 617446448 5,894 72 1.24 555 2.21 0.0994
2024-02-13 2023-12-31 13F/A-1 MORGAN STANLEY Stock 617446448 5,822 261 4.69 543 19.38 0.1043
2024-02-06 2023-12-31 13F MORGAN STANLEY Stock 617446448 5,822 261 543 0.1046
2023-11-13 2023-09-30 13F MORGAN STANLEY Stock 617446448 5,561 -92 -1.63 454 -5.81 0.0909
2023-08-08 2023-06-30 13F MORGAN STANLEY Stock 617446448 5,653 -106 -1.84 483 -4.55 0.0902
2023-05-03 2023-03-31 13F MORGAN STANLEY Stock 617446448 5,759 -87 -1.49 506 1.81 0.1033
2023-02-06 2022-12-31 13F MORGAN STANLEY Stock 617446448 5,846 1,176 25.18 497 34.42 0.1071
2022-11-09 2022-09-30 13F MORGAN STANLEY Stock 617446448 4,670 548 13.29 369 17.89 0.0882
2022-08-08 2022-06-30 13F MORGAN STANLEY Stock 617446448 4,122 -544 -11.66 313 -23.28 0.0778
2022-05-04 2022-03-31 13F MORGAN STANLEY Stock 617446448 4,666 104 2.28 408 -8.93 0.0918
2022-02-04 2021-12-31 13F MORGAN STANLEY Stock 617446448 4,562 102 2.29 448 3.23 0.1028
2021-10-26 2021-09-30 13F MORGAN STANLEY Stock 617446448 4,460 655 17.21 434 24.36 0.1064
2021-07-21 2021-06-30 13F MORGAN STANLEY Stock 617446448 3,805 103 2.78 349 21.60 0.0884
2021-04-28 2021-03-31 13F MORGAN STANLEY Stock 617446448 3,702 218 6.26 287 20.08 0.0786
2021-02-02 2020-12-31 13F MORGAN STANLEY Stock 617446448 3,484 3,484 239 0.0676
2019-08-07 2019-06-30 13F MORGAN STANLEY Stock 617446448 0 -4,137 -100.00 0 -100.00
2019-05-14 2019-03-31 13F MORGAN STANLEY Stock 617446448 4,137 949 29.77 175 38.89 0.0593
2019-01-16 2018-12-31 13F MORGAN STANLEY Stock 617446448 3,188 -1,184 -27.08 126 -37.93 0.0488
2018-10-30 2018-09-30 13F MORGAN STANLEY Stock 617446448 4,372 33 0.76 203 -2.87 0.0735
2018-07-17 2018-06-30 13F MORGAN STANLEY Stock 617446448 4,339 1,608 58.88 209 42.18 0.0793
2018-04-12 2018-03-31 13F MORGAN STANLEY Stock 617446448 2,731 -4 -0.15 147 2.80 0.0584
2018-02-09 2017-12-31 13F MORGAN STANLEY COM Stock 617446448 2,735 2,735 143 0.0587
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.