Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership984 shares
Latest Disclosed Value $ 161,866
SOA Wealth Advisors, LLC. reports 3.53% decrease in ownership of MS / Morgan Stanley

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 984 shares of Morgan Stanley (US:MS) valued at $161,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,020 shares of Morgan Stanley. This represents a change in shares of -3.53% during the quarter. The current value of the position is $208,539 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)
2026-05-20 2026-03-31 13F MORGAN STANLEY COM Stock 617446448 984 -36 -3.53 162 -11.05 0.0306
2026-01-20 2025-12-31 13F MORGAN STANLEY COM Stock 617446448 1,020 24 2.41 181 14.56 0.0306
2025-10-21 2025-09-30 13F MORGAN STANLEY COM Stock 617446448 996 2 0.20 158 12.86 0.0271
2025-07-18 2025-06-30 13F MORGAN STANLEY COM Stock 617446448 994 -26 -2.55 140 17.65 0.0263
2025-04-14 2025-03-31 13F MORGAN STANLEY COM Stock 617446448 1,020 1 0.10 119 -7.03 0.0249
2025-02-06 2024-12-31 13F/A-1 MORGAN STANLEY COM Stock 617446448 1,019 2 0.20 128 20.75 0.0236
2025-01-28 2024-12-31 13F MORGAN STANLEY COM Stock 617446448 1,019 2 128 0.0236
2024-11-20 2024-09-30 13F/A-1 MORGAN STANLEY COM Stock 617446448 1,017 2 0.20 106 8.16 0.0202
2024-10-09 2024-09-30 13F MORGAN STANLEY COM Stock 617446448 1,017 2 106 0.0202
2024-07-17 2024-06-30 13F MORGAN STANLEY COM Stock 617446448 1,015 2 0.20 99 3.16 0.0198
2024-04-10 2024-03-31 13F MORGAN STANLEY COM Stock 617446448 1,013 2 0.20 95 1.06 0.0198
2024-02-13 2023-12-31 13F/A-1 MORGAN STANLEY COM Stock 617446448 1,011 2 0.20 94 14.63 0.0210
2024-01-10 2023-12-31 13F MORGAN STANLEY COM Stock 617446448 1,011 2 94 0.0210
2023-10-10 2023-09-30 13F MORGAN STANLEY COM Stock 617446448 1,009 2 0.20 82 -3.53 0.0205
2023-07-07 2023-06-30 13F MORGAN STANLEY COM Stock 617446448 1,007 283 39.09 86 34.92 0.0201
2023-04-28 2023-03-31 13F MORGAN STANLEY COM Stock 617446448 724 50 7.42 64 10.53 0.0157
2023-01-10 2022-12-31 13F MORGAN STANLEY COM Stock 617446448 674 2 0.30 57 7.55 0.0154
2022-10-07 2022-09-30 13F MORGAN STANLEY COM Stock 617446448 672 2 0.30 53 6.00 0.0160
2022-07-13 2022-06-30 13F MORGAN STANLEY COM Stock 617446448 670 -13 -1.90 50 -15.25 0.0147
2022-04-07 2022-03-31 13F MORGAN STANLEY COM Stock 617446448 683 1 0.15 59 -11.94 0.0144
2022-01-13 2021-12-31 13F MORGAN STANLEY COM Stock 617446448 682 2 0.29 67 1.52 0.0162
2021-10-12 2021-09-30 13F MORGAN STANLEY COM Stock 617446448 680 1 0.15 66 6.45 0.0169
2021-07-14 2021-06-30 13F MORGAN STANLEY COM Stock 617446448 679 -54 -7.37 62 10.71 0.0159
2021-04-26 2021-03-31 13F MORGAN STANLEY COM Stock 617446448 733 2 0.27 56 3.70 0.0157
2021-03-10 2020-12-31 13F MORGAN STANLEY COM Stock 617446448 731 731 54 0.0147
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.