Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership27,006 shares
Latest Disclosed Value $ 4,444,407
Stratos Wealth Partners, LTD. reports 3.90% increase in ownership of MS / Morgan Stanley

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 27,006 shares of Morgan Stanley (CH:MS) valued at $4,444,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 25,992 shares of Morgan Stanley. This represents a change in shares of 3.90% 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)
2026-04-28 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 27,006 1,014 3.90 4,444 -3.68 0.0505
2026-01-20 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 25,992 603 2.38 4,614 14.35 0.0522
2025-11-06 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 25,389 2,458 10.72 4,036 24.92 0.0476
2025-07-29 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 22,931 -194 -0.84 3,230 19.72 0.0437
2025-04-30 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 23,125 -2,550 -9.93 2,698 -16.39 0.0411
2025-01-27 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 25,675 -2,215 -7.94 3,228 11.01 0.0456
2024-10-17 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 27,890 2,316 9.06 2,907 16.98 0.0420
2024-07-24 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 25,574 -508 -1.95 2,486 1.22 0.0398
2024-04-16 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 26,082 -4,400 -14.43 2,456 -13.62 0.0407
2024-01-24 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 30,482 1,052 3.57 2,842 18.27 0.0530
2023-10-24 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 29,430 8,226 38.79 2,404 32.76 0.0517
2023-07-18 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 21,204 2,686 14.50 1,811 11.38 0.0410
2023-04-27 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 18,518 -1,442 -7.22 1,626 -4.24 0.0433
2023-01-19 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 19,960 -1,103 -5.24 1,697 1.98 0.0429
2022-10-24 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 21,063 242 1.16 1,664 5.05 0.0465
2022-07-22 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 20,821 708 3.52 1,584 -9.90 0.0399
2022-04-26 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 20,113 2,589 14.77 1,758 2.21 0.0393
2022-01-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 17,524 1,675 10.57 1,720 11.54 0.0381
2021-10-19 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 15,849 241 1.54 1,542 7.76 0.0393
2021-07-19 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 15,608 632 4.22 1,431 23.04 0.0356
2021-04-27 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 14,976 1,699 12.80 1,163 27.80 0.0322
2021-01-29 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 13,277 1,229 10.20 910 56.09 0.0270
2020-10-29 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 12,048 923 8.30 583 8.57 0.0191
2020-07-28 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 11,125 -1,613 -12.66 537 24.02 0.0191
2020-05-04 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 12,738 433 3.52 433 -31.16 0.0198
2020-01-29 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 12,305 -5,386 -30.44 629 -16.69 0.0247
2019-11-12 2019-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 17,691 -272 -1.51 755 -4.07 0.0326
2019-11-12 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 61 -17,902 1 37.4223
2019-08-06 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 17,963 -29,158 -61.88 787 -60.43 0.0341
2019-05-07 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 47,121 -792 -1.65 1,989 4.68 0.0894
2019-02-08 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 47,913 47,813 47,813.00 1,900 37,900.00 0.0980
2018-11-02 2018-09-30 13F MORGAN STANLEY SHRT EUR ETN20 617480280 100 -50,313 -99.80 5 -99.79 0.0002
2018-11-02 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 52,865 2,452 2,462 0.1100
2018-08-13 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 50,413 50,313 50,313.00 2,390 47,700.00 0.1066
2018-05-10 2018-03-31 13F MORGAN STANLEY SHRT EUR ETN20 617480280 100 -150 -60.00 5 -58.33 0.0002
2018-05-10 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 48,266 5,150 2,604 0.1097
2018-02-09 2017-12-31 13F MORGAN STANLEY SHRT EUR ETN20 617480280 250 -35,835 -99.31 12 -99.31 0.0005
2018-02-09 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 43,116 7,031 2,262 0.1015
2017-11-07 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 36,085 17,090 89.97 1,738 105.44 0.0820
2017-07-31 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 18,995 3,218 20.40 846 25.15 0.0437
2017-05-11 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 15,777 614 4.05 676 5.46 0.0382
2017-02-02 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 15,163 6,178 68.76 641 122.57 0.0399
2016-11-01 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 8,985 1,138 14.50 288 41.18 0.0194
2016-08-12 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 7,847 -3,511 -30.91 204 -28.17 0.0151
2016-05-09 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 11,358 11,358 0.00 284 0.0244
2015-10-30 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 0 -5,769 -100.00 0 -100.00
2015-08-12 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 5,769 -821 -12.46 224 -4.68 0.0288
2015-05-13 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 6,590 1,245 23.29 235 13.53 0.0279
2015-02-09 2014-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 5,345 5,345 207 0.0373
2015-02-09 2014-12-31 13F MORGAN STANLEY SHRT EUR ETN20 617480280 1,317 66
2015-02-09 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 5,345 207
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.