Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership8,454 shares
Latest Disclosed Value $ 1,391,275
Triangle Securities Wealth Management reports 4.54% decrease in ownership of MS / Morgan Stanley

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 8,454 shares of Morgan Stanley (CH:MS) valued at $1,391,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 8,856 shares of Morgan Stanley. This represents a change in shares of -4.54% 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)
2026-04-20 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 8,454 -402 -4.54 1,391 -11.51 0.3158
2026-01-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 8,856 -243 -2.67 1,572 8.71 0.3315
2025-10-15 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 9,099 205 2.30 1,446 15.50 0.3274
2025-07-10 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 8,894 -205 -2.25 1,253 18.00 0.3083
2025-04-10 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 9,099 -343 -3.63 1,062 -10.61 0.2731
2025-01-15 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 9,442 -581 -5.80 1,187 13.70 0.3045
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 10,023 -145 -1.43 1,045 5.67 0.2700
2024-07-10 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 10,168 -44 -0.43 988 2.81 0.2791
2024-04-10 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 10,212 -226 -2.17 962 -1.23 0.2741
2024-01-10 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 10,438 -48 -0.46 973 13.67 0.3026
2023-10-10 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 10,486 -217 -2.03 856 -6.35 0.3045
2023-07-13 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 10,703 -287 -2.61 914 -5.19 0.3145
2023-04-20 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 10,990 -520 -4.52 965 -1.43 0.3451
2023-01-11 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 11,510 -540 -4.48 979 2.73 0.3588
2022-10-19 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 12,050 -125 -1.03 952 2.81 0.3890
2022-07-11 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 12,175 250 2.10 926 -11.13 0.3608
2022-04-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 11,925 -1,040 -8.02 1,042 -18.15 0.3488
2022-01-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 12,965 -370 -2.77 1,273 -1.93 0.3984
2021-10-14 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 13,335 -340 -2.49 1,298 3.51 0.4406
2021-07-12 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 13,675 -1,406 -9.32 1,254 7.09 0.4240
2021-04-12 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 15,081 -104 -0.68 1,171 12.49 0.4233
2021-01-11 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 15,185 677 4.67 1,041 48.50 0.4122
2020-10-09 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 14,508 -692 -4.55 701 -4.50 0.3169
2020-07-08 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 15,200 428 2.90 734 46.22 0.3512
2020-04-06 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 14,772 2,295 18.39 502 -21.32 0.2893
2020-01-09 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 12,477 180 1.46 638 21.52 0.2765
2019-10-15 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 12,297 625 5.35 525 3.35 0.2567
2019-07-10 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 11,672 295 2.59 508 5.83 0.2581
2019-04-10 2019-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 11,377 245 2.20 480 8.84 0.2516
2019-04-08 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 11,377 480
2019-01-17 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 11,132 2,140 23.80 441 5.25 0.2604
2018-10-04 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 8,992 -440 -4.66 419 -6.26 0.2226
2018-07-12 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 9,432 -335 -3.43 447 -15.18 0.2498
2018-04-11 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 9,767 -435 -4.26 527 -1.50 0.3027
2018-01-10 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 10,202 -100 -0.97 535 7.86 0.3055
2017-10-11 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 10,302 0 0.00 496 8.06 0.2951
2017-07-06 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 10,302 -475 -4.41 459 -0.65 0.3033
2017-04-05 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 10,777 -135 -1.24 462 0.22 0.2948
2017-01-19 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 10,912 -1,285 -10.54 461 17.90 0.3080
2016-10-06 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 12,197 -1,235 -9.19 391 12.03 0.2704
2016-07-07 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 13,432 -7,430 -35.61 349 -33.14 0.2604
2016-04-08 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 20,862 515 2.53 522 -19.32 0.3405
2016-01-28 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 20,347 -890 -4.19 647 -3.29 0.4336
2015-10-08 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 21,237 -805 -3.65 669 -21.75 0.5059
2015-07-15 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 22,042 0 0.00 855 8.64 0.6042
2015-04-13 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 22,042 -140 -0.63 787 -8.59 0.5449
2015-01-08 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 22,182 450 2.07 861 14.65 0.6127
2014-10-16 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 21,732 0 0.00 751 6.83 0.5771
2014-07-16 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 21,732 -6,660 -23.46 703 12.66 0.5386
2014-04-14 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 28,392 -770 -2.64 624 -31.80 0.5609
2014-01-13 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 29,162 -290 -0.98 915 15.24 0.7427
2013-10-08 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 29,452 -4,685 -13.72 794 -4.80 0.6919
2013-07-10 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 34,137 34,137 834 0.6167
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.