Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership1,485 shares
Latest Disclosed Value $ 244,387
TCI Wealth Advisors, Inc. reports 8.62% decrease in ownership of MS / Morgan Stanley

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,485 shares of Morgan Stanley (CH:MS) valued at $244,387 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,625 shares of Morgan Stanley. This represents a change in shares of -8.62% 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)
2026-04-27 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 1,485 -140 -8.62 244 -15.28 0.0130
2026-02-02 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 1,625 104 6.84 288 19.50 0.0159
2025-10-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 1,521 38 2.56 242 15.87 0.0144
2025-07-16 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 1,483 1,483 209 0.0143
2023-08-04 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -818 -100.00 0 -100.00
2023-05-03 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 818 70 9.36 72 12.70 0.0093
2023-02-07 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 748 -116 -13.43 64 -7.35 0.0088
2022-11-08 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 864 126 17.07 68 21.43 0.0110
2022-07-19 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 738 -3 -0.40 56 -13.85 0.0086
2022-04-29 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 741 -11 -1.46 65 -12.16 0.0097
2022-01-24 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 752 0 0.00 74 1.37 0.0109
2021-10-29 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 752 0 0.00 73 5.80 0.0111
2021-08-02 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 752 -13 -1.70 69 16.95 0.0117
2021-04-29 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 765 129 20.28 59 34.09 0.0250
2021-01-21 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 636 189 42.28 44 100.00 0.0197
2020-10-20 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 447 0 0.00 22 0.00 0.0087
2020-07-20 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 447 -8 -1.76 22 46.67 0.0094
2020-04-14 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 455 -745 -62.08 15 -75.41 0.0074
2020-01-27 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 1,200 783 187.77 61 238.89 0.0237
2019-10-17 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 417 -107 -20.42 18 -21.74 0.0080
2019-07-23 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 524 0 0.00 23 4.55 0.0104
2019-04-11 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 524 98 23.00 22 29.41 0.0097
2019-01-17 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 426 4 0.95 17 -15.00 0.0082
2018-11-02 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 422 5 1.20 20 0.00 0.0084
2018-07-26 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 417 0 0.00 20 -13.04 0.0089
2018-04-30 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 417 0 0.00 23 4.55 0.0107
2018-02-01 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 417 0 0.00 22 10.00 0.0097
2017-10-24 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 417 -4 -0.95 20 5.26 0.0098
2017-08-10 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 421 0 0.00 19 5.56 0.0097
2017-05-04 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 421 -102 -19.50 18 -18.18 0.0094
2017-02-10 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 523 102 24.23 22 69.23 0.0115
2016-11-01 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 421 0 0.00 13 18.18 0.0071
2016-08-09 2016-06-30 13F Morgan Stanley COM NEW 617446448 421 0 0.00 11 0.00 0.0061
2016-04-29 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 421 -436 -50.88 11 -59.26 0.0061
2016-02-10 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 857 525 158.13 27 170.00 0.0150
2015-11-02 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 332 0 0.00 10 -23.08 0.0060
2015-08-10 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 332 0 0.00 13 8.33 0.0074
2015-04-30 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 332 0 0.00 12 -7.69 0.0075
2015-02-06 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 332 0 0.00 13 18.18 0.0080
2014-11-05 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 332 0 0.00 11 0.00 0.0069
2014-08-11 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 332 0 0.00 11 10.00 0.0066
2014-05-15 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 332 0 0.00 10 0.00 0.0065
2014-01-21 2013-12-31 13F Morgan Stanley COM 617446448 332 0 0.00 10 11.11 0.0063
2013-10-25 2013-09-30 13F Morgan Stanley COM 617446448 332 0 0.00 9 12.50 0.0068
2013-09-12 2013-06-30 13F Morgan Stanley COM 617446448 332 0 0.00 8 14.29 0.0061
2013-10-18 2013-03-31 13F Morgan Stanley COM 617446448 332 0 0.00 7 16.67 0.0077
2013-10-18 2012-12-31 13F Morgan Stanley COM 617446448 332 332 6 0.0073
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.