Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership18,137 shares
Latest Disclosed Value $ 2,984,811
Wealthcare Advisory Partners LLC reports 7.26% increase in ownership of MS / Morgan Stanley

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 18,137 shares of Morgan Stanley (CH:MS) valued at $2,984,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 16,909 shares of Morgan Stanley. This represents a change in shares of 7.26% 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)
2026-04-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 18,137 1,228 7.26 2,985 -0.57 0.0580
2026-01-14 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 16,909 1,063 6.71 3,002 19.18 0.0590
2025-11-07 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 15,846 316 2.03 2,519 15.13 0.0525
2025-07-22 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 15,530 1,157 8.05 2,188 30.49 0.0499
2025-04-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 14,373 11,338 373.57 1,677 339.90 0.0450
2025-01-15 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 3,035 416 15.88 382 40.07 0.0106
2024-11-04 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 2,619 201 8.31 273 16.24 0.0078
2024-08-12 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 2,418 47 1.98 235 4.93 0.0073
2024-04-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 2,371 2,371 223 0.0073
2023-07-17 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 0 -12,326 -100.00 0 -100.00
2023-05-04 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 12,326 359 3.00 1,082 6.39 0.0465
2023-02-13 2022-12-31 13F MORGAN STANLEY COMMON 617446448 11,967 474 4.12 1,017 12.00 0.0486
2022-11-14 2022-09-30 13F MORGAN STANLEY COMMON 617446448 11,493 -1,486 -11.45 908 -8.00 0.0518
2022-08-15 2022-06-30 13F MORGAN STANLEY COMMON 617446448 12,979 61 0.47 987 -12.58 0.0597
2022-04-15 2022-03-31 13F MORGAN STANLEY COMMON 617446448 12,918 404 3.23 1,129 -8.06 0.0686
2022-02-11 2021-12-31 13F MORGAN STANLEY COMMON 617446448 12,514 309 2.53 1,228 3.37 0.0734
2021-11-15 2021-09-30 13F MORGAN STANLEY Equity 617446448 12,205 150 1.24 1,188 7.51 0.0777
2021-08-16 2021-06-30 13F MORGAN STANLEY COMMON 617446448 12,055 -1,999 -14.22 1,105 1.28 0.0740
2021-04-30 2021-03-31 13F MORGAN STANLEY COMMON 617446448 14,054 -2,088 -12.94 1,091 -1.36 0.0790
2021-02-12 2020-12-31 13F MORGAN STANLEY COMMON 617446448 16,142 -2,495 -13.39 1,106 22.75 0.0982
2020-10-29 2020-09-30 13F MORGAN STANLEY COMMON 617446448 18,637 126 0.68 901 0.78 0.0988
2020-07-29 2020-06-30 13F MORGAN STANLEY COMMON 617446448 18,511 -4,142 -18.28 894 16.10 0.1114
2020-04-29 2020-03-31 13F MORGAN STANLEY COMMON 617446448 22,653 22,227 5,217.61 770 3,400.00 0.1129
2020-01-29 2019-12-31 13F MORGAN STANLEY COMMON 617446448 426 -98 -18.70 22 0.00 0.0028
2019-10-16 2019-09-30 13F MORGAN STANLEY COMMON 617446448 524 -93 -15.07 22 -18.52 0.0032
2019-07-30 2019-06-30 13F MORGAN STANLEY COMMON 617446448 617 -6 -0.96 27 3.85 0.0043
2019-05-13 2019-03-31 13F MORGAN STANLEY COMMON 617446448 623 -408 -39.57 26 -36.59 0.0044
2019-02-14 2018-12-31 13F MORGAN STANLEY COMMON 617446448 1,031 2 0.19 41 -14.58 0.0080
2018-11-14 2018-09-30 13F MORGAN STANLEY COMMON 617446448 1,029 2 0.19 48 -2.04 0.0088
2018-08-13 2018-06-30 13F MORGAN STANLEY COMMON 617446448 1,027 150 17.10 49 4.26 0.0096
2018-05-14 2018-03-31 13F MORGAN STANLEY COMMON 617446448 877 379 76.10 47 80.77 0.0106
2018-02-14 2017-12-31 13F MORGAN STANLEY COMMON 617446448 498 44 9.69 26 18.18 0.0067
2017-11-15 2017-09-30 13F MORGAN STANLEY COMMON 617446448 454 452 22,600.00 22 0.0065
2017-08-28 2017-06-30 13F MORGAN STANLEY COMMON 617446448 2 0 0.00 0 0.0000
2017-04-11 2017-03-31 13F MORGAN STANLEY COMMON 617446448 2 0 0.00 0 0.0000
2017-01-11 2016-12-31 13F MORGAN STANLEY COMMON 617446448 2 0 0.00 0 0.0000
2016-10-14 2016-09-30 13F MORGAN STANLEY COMMON 617446448 2 0 0.00 0 0.0000
2016-08-25 2016-06-30 13F MORGAN STANLEY COMMON 617446448 2 2 0 0.0000
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.