Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionShelton Capital Management
Latest Disclosed Ownership75,237 shares
Latest Disclosed Value $ 12,381,820
Shelton Capital Management reports 53.95% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 75,237 shares of Morgan Stanley (CH:MS) valued at $12,381,820 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 163,379 shares of Morgan Stanley. This represents a change in shares of -53.95% 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)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 75,237 -88,142 -53.95 12,382 -57.31 0.2708
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 163,379 92,942 131.95 29,005 159.06 0.5726
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 70,437 -6,768 -8.77 11,197 2.95 0.2397
2025-08-13 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 77,205 -44,749 -36.69 10,875 -23.57 0.2502
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 121,954 114,710 1,583.52 14,228 1,463.52 0.3389
2025-02-13 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 7,244 -3,132 -30.19 911 -15.82 0.0227
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 10,376 -21,781 -67.73 1,082 -65.41 0.0278
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 32,157 -2,141 -6.24 3,125 -3.22 0.0849
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 34,298 -105,099 -75.40 3,230 -75.16 0.0917
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 139,397 56,201 67.55 12,999 91.32 0.4115
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 83,196 -26,398 -24.09 6,795 -27.41 0.2489
2023-08-10 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 109,594 -13,709 -11.12 9,359 -13.54 0.3360
2023-05-11 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 123,303 106,203 621.07 10,826 645.01 0.4509
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 17,100 -121,275 -87.64 1,454 -86.71 0.1523
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 138,375 -9,227 -6.25 10,933 -2.62 0.5198
2022-08-11 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 147,602 29,102 24.56 11,227 8.40 0.5049
2022-05-12 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 118,500 9,902 9.12 10,357 -2.84 0.3824
2022-02-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 108,598 -10,312 -8.67 10,660 -7.87 0.3772
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 118,910 -5,885 -4.72 11,571 1.13 0.4521
2021-08-12 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 124,795 -69,961 -35.92 11,442 -24.35 0.4319
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 194,756 99,850 105.21 15,124 132.53 0.5264
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 94,906 7,445 8.51 6,504 53.80 0.2923
2020-11-09 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 87,461 65,800 303.77 4,229 304.30 0.1751
2020-08-12 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 21,661 -6,360 -22.70 1,046 9.76 0.0576
2020-05-13 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 28,021 -8,400 -23.06 953 -48.82 0.0691
2020-02-11 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 36,421 -21,503 -37.12 1,862 -24.68 0.1029
2019-11-13 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 57,924 0 0.00 2,472 -2.60 0.1459
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 57,924 54,475 1,579.44 2,538 -96.89 0.1462
2019-05-10 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 3,449 -78,675 -95.80 81,724 2,409.95 0.3223
2019-01-31 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 82,124 -1,100 -1.32 3,256 -16.00 0.2215
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 83,224 23,085 38.39 3,876 35.95 0.2211
2018-08-10 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 60,139 -1,685 -2.73 2,851 -14.54 0.1773
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 61,824 -141,100 -69.53 3,336 -68.67 0.2188
2018-02-06 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 202,924 28,500 16.34 10,647 26.72 0.6837
2017-11-28 2017-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 174,424 58,545 50.52 8,402 62.70 0.5671
2017-11-14 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 174,424 58,545 8,402
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 115,879 56,555 95.33 5,164 103.23 0.3649
2017-11-28 2017-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 59,324 -100 -0.17 2,541 1.19 0.1760
2017-05-15 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 96,000 36,576 4,113
2017-11-28 2016-12-31 13F/A-2 MORGAN STANLEY COM NEW 617446448 59,424 -23,800 -28.60 2,511 -5.88 0.1912
2017-02-16 2016-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 59,424 0 2,511 0.2204
2017-02-13 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 59,424 2,511
2017-12-06 2016-09-30 13F/A-2 MORGAN STANLEY COM NEW 617446448 83,224 -7,749 -8.52 2,668 12.91 0.2227
2017-12-04 2016-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 59,424 -23,800 2,511 0.1600
2016-11-14 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 83,224 -7,749 2,668
2016-08-01 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 90,973 1,049 1.17 2,363 5.07 0.2082
2016-05-13 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 89,924 -600 -0.66 2,249 -21.91 0.2036
2016-02-01 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 90,524 -7,400 -7.56 2,880 -6.65 0.2785
2015-11-02 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 97,924 -1,200 -1.21 3,085 -19.77 0.3396
2015-08-11 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 99,124 -700 -0.70 3,845 7.91 0.3977
2015-05-12 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 99,824 -1,400 -1.38 3,563 -9.27 0.3849
2015-02-10 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 101,224 14,700 16.99 3,927 31.29 0.4574
2014-10-15 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 86,524 -9,900 -10.27 2,991 -4.04 0.4020
2014-07-25 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 96,424 10,500 12.22 3,117 16.39 0.4352
2014-04-14 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 85,924 0 0.00 2,678 -0.63 0.3926
2014-01-22 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 85,924 -800 -0.92 2,695 15.32 0.4075
2013-10-16 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 86,724 -2,500 -2.80 2,337 7.20 0.3910
2013-07-10 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 89,224 89,224 2,180 0.3977
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.