Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionForsta Ap-fonden
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Forsta Ap-fonden closes position in MS / Morgan Stanley

On May 7, 2026 - Forsta Ap-fonden filed a 13F-HR form disclosing ownership of 0 shares of Morgan Stanley (US:MS) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 252,763 shares of Morgan Stanley. The current value of the position is $0 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F Morgan Stanley COM NEW 617446448 0 -100.00 0
2026-02-10 2025-12-31 13F Morgan Stanley COM NEW 617446448 252,763 -6,800 -2.62 44,873 8.76 0.2675
2025-11-10 2025-09-30 13F Morgan Stanley COM NEW 617446448 259,563 100 0.04 41,260 12.90 0.2447
2025-08-08 2025-06-30 13F Morgan Stanley COM NEW 617446448 259,463 -22,500 -7.98 36,548 11.10 0.2402
2025-05-12 2025-03-31 13F Morgan Stanley COM NEW 617446448 281,963 -31,200 -9.96 32,897 -16.44 0.2491
2025-01-23 2024-12-31 13F Morgan Stanley COM NEW 617446448 313,163 23,300 8.04 39,371 30.30 0.2797
2024-10-24 2024-09-30 13F Morgan Stanley COM NEW 617446448 289,863 27,200 10.36 30,215 18.36 0.2323
2024-08-08 2024-06-30 13F Morgan Stanley COM NEW 617446448 262,663 -34,500 -11.61 25,528 -8.76 0.2263
2024-05-07 2024-03-31 13F Morgan Stanley COM NEW 617446448 297,163 49,100 19.79 27,981 20.96 0.2370
2024-02-06 2023-12-31 13F Morgan Stanley COM NEW 617446448 248,063 -10,800 -4.17 23,132 9.41 0.2337
2023-10-25 2023-09-30 13F Morgan Stanley COM NEW 617446448 258,863 -1,400 -0.54 21,141 -4.88 0.2359
2023-08-03 2023-06-30 13F Morgan Stanley COM NEW 617446448 260,263 -8,200 -3.05 22,226 -5.71 0.2392
2023-04-21 2023-03-31 13F Morgan Stanley COM NEW 617446448 268,463 -63,400 -19.10 23,571 -16.46 0.2770
2023-02-02 2022-12-31 13F Morgan Stanley COM NEW 617446448 331,863 4,600 1.41 28,215 9.12 0.3186
2022-10-17 2022-09-30 13F Morgan Stanley COM NEW 617446448 327,263 3,700 1.14 25,857 5.07 0.3165
2022-08-11 2022-06-30 13F Morgan Stanley COM NEW 617446448 323,563 42,800 15.24 24,610 0.29 0.3203
2022-05-09 2022-03-31 13F Morgan Stanley COM NEW 617446448 280,763 -40,100 -12.50 24,539 -22.09 0.2788
2022-02-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 320,863 9,100 2.92 31,496 3.82 0.3176
2021-11-10 2021-09-30 13F Morgan Stanley COM NEW 617446448 311,763 -2,500 -0.80 30,338 5.29 0.3438
2021-08-12 2021-06-30 13F/A-1 Morgan Stanley COM NEW 617446448 314,263 31,900 11.30 28,815 31.41 0.3392
2021-08-12 2021-06-30 13F Morgan Stanley COM NEW 617446448 282,363 0 21,928 0.3069
2021-05-11 2021-03-31 13F Morgan Stanley COM NEW 617446448 282,363 16,700 6.29 21,928 20.44 0.3069
2021-02-09 2020-12-31 13F Morgan Stanley COM NEW 617446448 265,663 50,763 23.62 18,206 75.23 0.2746
2021-02-19 2020-09-30 13F/A-1 Morgan Stanley COM NEW 617446448 214,900 53,800 33.40 10,390 33.53 0.2146
2020-08-11 2020-06-30 13F Morgan Stanley COM NEW 617446448 161,100 100 0.06 7,781 42.14 0.2048
2020-05-04 2020-03-31 13F Morgan Stanley COM NEW 617446448 161,000 161,000 5,474 0.1965
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.