Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionKoshinski Asset Management, Inc.
Latest Disclosed Ownership18,491 shares
Latest Disclosed Value $ 3,043,137
Koshinski Asset Management, Inc. reports 3.15% increase in ownership of MS / Morgan Stanley

On April 27, 2026 - Koshinski Asset Management, Inc. filed a 13F-HR form disclosing ownership of 18,491 shares of Morgan Stanley (US:MS) valued at $3,043,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 17,927 shares of Morgan Stanley. This represents a change in shares of 3.15% during the quarter. The current value of the position is $3,918,798 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)
2026-04-27 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 18,491 564 3.15 3,043 -4.37 0.1895
2026-02-03 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 17,927 -207 -1.14 3,183 10.41 0.2050
2025-11-10 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 18,134 159 0.88 2,883 13.87 0.1937
2025-07-29 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 17,975 583 3.35 2,532 24.74 0.1911
2025-04-25 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 17,392 -2,189 -11.18 2,029 -17.55 0.1722
2025-01-16 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 19,581 1,709 9.56 2,462 32.10 0.2106
2024-10-10 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 17,872 2,281 14.63 1,863 16.51 0.1611
2024-07-12 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 15,591 1,952 14.31 1,600 24.53 0.1483
2024-05-08 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 13,639 -6,635 -32.73 1,284 -32.06 0.1314
2024-01-29 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 20,274 5,307 35.46 1,891 54.66 0.2870
2023-10-18 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 14,967 105 0.71 1,222 -3.70 0.1405
2023-07-28 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 14,862 -9,018 -37.76 1,269 -39.46 0.1360
2023-04-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 23,880 44 0.18 2,097 3.46 0.2047
2023-01-24 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 23,836 -364 -1.50 2,027 202,500.00 0.1960
2022-10-20 2022-09-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 24,200 -141 -0.58 2 0.00 0.2283
2022-10-18 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 24,200 -141 0 0.0007
2022-07-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 24,341 -90 -0.37 2 -99.95 0.1839
2022-04-20 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 24,431 -1,238 -4.82 2,135 -15.24 0.1753
2022-01-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 25,669 -466 -1.78 2,520 -0.94 0.2035
2021-10-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 26,135 9,856 60.54 2,543 70.33 0.2211
2021-07-26 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 16,279 -11,150 -40.65 1,493 -29.91 0.1878
2021-05-06 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 27,429 -2,455 -8.22 2,130 4.00 0.2257
2021-03-30 2020-12-31 13F/A-2 MORGAN STANLEY COM NEW 617446448 29,884 5,729 23.72 2,048 67.05 0.2595
2021-02-05 2020-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 17,669 -12,215 2,048 0.2593
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 24,155 -816 -3.27 1,226 1.66 0.1647
2020-07-29 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 24,971 1,215 5.11 1,206 49.26 0.1955
2020-04-30 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 23,756 4,396 22.71 808 -18.14 0.1697
2020-01-29 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 19,360 19,360 987 0.1699
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.