Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership5,280 shares
Latest Disclosed Value $ 868,847
Pinnacle Wealth Planning Services, Inc. reports 19.46% increase in ownership of MS / Morgan Stanley

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 5,280 shares of Morgan Stanley (CH:MS) valued at $868,847 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,420 shares of Morgan Stanley. This represents a change in shares of 19.46% 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)
2026-05-11 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 5,280 860 19.46 869 10.71 0.0898
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 4,420 56 1.28 785 13.13 0.0819
2025-11-13 2025-09-30 13F MORGAN STANLEY COM 617446448 4,364 -15 -0.34 694 12.50 0.0813
2025-08-11 2025-06-30 13F MORGAN STANLEY COM 617446448 4,379 721 19.71 617 44.60 0.0811
2025-05-15 2025-03-31 13F MORGAN STANLEY COM 617446448 3,658 200 5.78 427 -1.84 0.0642
2025-02-27 2024-12-31 13F/A-1 MORGAN STANLEY COM 617446448 3,458 -299 -7.96 435 11.00 0.0653
2025-02-06 2024-12-31 13F MORGAN STANLEY COM 617446448 3,458 -299 435 0.0607
2024-11-13 2024-09-30 13F MORGAN STANLEY Stock 617446448 3,757 -7 -0.19 392 7.12 0.0532
2024-08-09 2024-06-30 13F MORGAN STANLEY Stock 617446448 3,764 -65 -1.70 366 1.39 0.0523
2024-05-10 2024-03-31 13F MORGAN STANLEY Stock 617446448 3,829 -5,111 -57.17 361 -56.78 0.0528
2024-02-08 2023-12-31 13F MORGAN STANLEY Stock 617446448 8,940 -23 -0.26 834 13.80 0.1310
2023-11-08 2023-09-30 13F MORGAN STANLEY Stock 617446448 8,963 -33 -0.37 732 -4.69 0.1207
2023-08-07 2023-06-30 13F MORGAN STANLEY Stock 617446448 8,996 -106 -1.16 768 -3.88 0.1241
2023-05-03 2023-03-31 13F MORGAN STANLEY Stock 617446448 9,102 4,918 117.54 799 125.07 0.1328
2023-02-13 2022-12-31 13F MORGAN STANLEY Stock 617446448 4,184 100 2.45 356 9.91 0.0632
2022-11-09 2022-09-30 13F MORGAN STANLEY Stock 617446448 4,084 -3 -0.07 323 3.86 0.0597
2022-08-03 2022-06-30 13F MORGAN STANLEY Stock 617446448 4,087 1 0.02 311 -12.89 0.0559
2022-04-20 2022-03-31 13F MORGAN STANLEY Stock 617446448 4,086 0 0.00 357 -10.97 0.0650
2022-01-21 2021-12-31 13F MORGAN STANLEY Stock 617446448 4,086 -42 -1.02 401 -0.25 0.0783
2021-10-29 2021-09-30 13F MORGAN STANLEY Stock 617446448 4,128 -4 -0.10 402 6.07 0.0889
2021-08-02 2021-06-30 13F MORGAN STANLEY Stock 617446448 4,132 -1 -0.02 379 18.07 0.0881
2021-04-29 2021-03-31 13F MORGAN STANLEY Stock 617446448 4,133 5 0.12 321 13.43 0.0823
2021-02-12 2020-12-31 13F MORGAN STANLEY Stock 617446448 4,128 4,128 283 0.0676
2019-03-01 2018-12-31 13F MORGAN STANLEY COM Stock 617446448 0 0 0 0.0000
2019-02-28 2018-06-30 13F MORGAN STANLEY COM Stock 617446448 0 -4,210 -100.00 0 -100.00
2019-02-28 2018-03-31 13F MORGAN STANLEY Stock 617446448 4,210 2,940 231.50 227 238.81 0.2335
2018-02-12 2017-12-31 13F MORGAN STANLEY COM Stock 617446448 1,270 1,270 67 0.1365
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.