Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionFulton Bank, N.a.
Latest Disclosed Ownership25,709 shares
Latest Disclosed Value $ 4,230,930
Fulton Bank, N.a. reports 6.05% increase in ownership of MS / Morgan Stanley

On April 24, 2026 - Fulton Bank, N.a. filed a 13F-HR form disclosing ownership of 25,709 shares of Morgan Stanley (US:MS) valued at $4,230,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 24,242 shares of Morgan Stanley. This represents a change in shares of 6.05% during the quarter. The current value of the position is $5,402,489 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.

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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)
2026-04-24 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 25,709 1,467 6.05 4,231 -1.70 0.0830
2026-01-08 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 24,242 1,752 7.79 4,304 20.36 0.1487
2025-10-21 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 22,490 -6,124 -21.40 3,575 -11.29 0.1249
2025-07-10 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 28,614 -1,334 -4.45 4,031 15.34 0.1489
2025-04-09 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 29,948 -472 -1.55 3,494 -8.63 0.1411
2025-01-08 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 30,420 -1,636 -5.10 3,824 14.46 0.1474
2024-10-07 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 32,056 6,078 23.40 3,342 32.37 0.1276
2024-07-09 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 25,978 1,273 5.15 2,525 8.51 0.1021
2024-04-10 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 24,705 1,514 6.53 2,326 7.59 0.0953
2024-01-24 2023-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 23,191 2,103 9.97 2,163 25.55 0.0974
2024-01-04 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 23,191 2,103 2,163 0.0974
2023-10-04 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 21,088 6,312 42.72 1,722 36.56 0.0858
2023-07-06 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 14,776 278 1.92 1,262 -0.86 0.0618
2023-04-06 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 14,498 1,477 11.34 1,273 127,100.00 0.0668
2023-01-05 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 13,021 459 3.65 1 -99.90 0.0623
2022-10-04 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 12,562 -327 -2.54 993 1.22 0.0592
2022-07-07 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 12,889 59 0.46 981 -12.57 0.0547
2022-04-05 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 12,830 45 0.35 1,122 -10.60 0.0525
2022-01-05 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 12,785 -442 -3.34 1,255 -2.49 0.0551
2021-10-05 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 13,227 157 1.20 1,287 7.43 0.0600
2021-07-06 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 13,070 -785 -5.67 1,198 11.34 0.0558
2021-04-05 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 13,855 -2,459 -15.07 1,076 -3.76 0.0542
2021-01-07 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 16,314 55 0.34 1,118 42.24 0.0603
2020-10-06 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 16,259 -1,304 -7.42 786 -7.31 0.0483
2020-07-06 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 17,563 -17,990 -50.60 848 -29.86 0.0559
2020-04-03 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 35,553 2,104 6.29 1,209 -29.30 0.0965
2020-01-24 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 33,449 -625 -1.83 1,710 17.61 0.1062
2019-10-03 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 34,074 223 0.66 1,454 -1.96 0.0985
2019-07-03 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 33,851 1,424 4.39 1,483 8.41 0.1002
2019-04-03 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 32,427 -1,590 -4.67 1,368 1.41 0.0958
2019-01-03 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 34,017 314 0.93 1,349 -14.08 0.1074
2018-10-03 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 33,703 2,697 8.70 1,570 6.80 0.1031
2018-07-10 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 31,006 109 0.35 1,470 -11.87 0.1018
2018-05-02 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 30,897 4,002 14.88 1,668 18.21 0.1168
2018-01-04 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 26,895 1,441 5.66 1,411 15.09 0.0997
2017-10-04 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 25,454 1,040 4.26 1,226 12.68 0.0914
2017-07-11 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 24,414 -634 -2.53 1,088 1.40 0.0846
2017-04-06 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 25,048 1,163 4.87 1,073 6.34 0.0882
2017-01-05 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 23,885 -963 -3.88 1,009 26.60 0.0893
2016-10-05 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 24,848 -6,739 -21.33 797 -2.92 0.0741
2016-07-06 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 31,587 1,067 3.50 821 7.46 0.0804
2016-04-07 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 30,520 30,520 764 0.0777
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.