Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionStrategic Wealth Partners, Ltd.
Latest Disclosed Ownership5,690 shares
Latest Disclosed Value $ 936,414
Strategic Wealth Partners, Ltd. reports 8.71% increase in ownership of MS / Morgan Stanley

On May 12, 2026 - Strategic Wealth Partners, Ltd. filed a 13F-HR form disclosing ownership of 5,690 shares of Morgan Stanley (US:MS) valued at $936,403 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2026 disclosing 5,234 shares of Morgan Stanley. This represents a change in shares of 8.71% during the quarter. The current value of the position is $1,205,882 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)
2026-05-12 2026-03-31 13F MORGAN STANLEY COM Stock 617446448 5,690 456 8.71 936 0.75 0.0649
2026-05-12 2025-12-31 13F MORGAN STANLEY COM Stock 617446448 5,234 222 4.43 929 16.71 0.0637
2025-11-14 2025-09-30 13F MORGAN STANLEY COM Stock 617446448 5,012 -147 -2.85 797 9.64 0.0595
2025-08-11 2025-06-30 13F MORGAN STANLEY COM Stock 617446448 5,159 -25 -0.48 727 2.40 0.0572
2025-02-14 2024-12-31 13F MORGAN STANLEY COM Stock 617446448 5,184 -720 -12.20 709 15.28 0.0587
2024-10-08 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 5,904 289 5.15 615 12.84 0.0592
2024-10-08 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 5,615 -504 -8.24 546 -5.38 0.0570
2024-05-20 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 6,119 1,028 20.19 576 21.52 0.0632
2024-05-20 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 5,091 -415 -7.54 475 5.57 0.0585
2024-05-20 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 5,506 244 4.64 450 0.00 0.0592
2024-05-20 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 5,262 170 3.34 449 0.45 0.0581
2023-04-24 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 5,092 -1,140 -18.29 447 -15.50 0.0686
2023-04-24 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 6,232 1,014 19.43 530 28.40 0.0984
2023-04-24 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 5,218 710 15.75 412 20.12 0.0875
2022-08-22 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 4,508 -510 -10.16 343 -21.87 0.0741
2022-05-19 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 5,018 350 7.50 439 -4.15 0.0857
2022-02-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 4,668 319 7.34 458 8.27 0.0868
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 4,349 1,689 63.50 423 73.36 0.1242
2021-08-25 2021-06-30 13F MORGAN STANLEY COM COM 617446448 2,660 0 0.00 244 17.87 0.0796
2021-05-24 2021-03-31 13F MORGAN STANLEY COM COM 617446448 2,660 -300 -10.14 207 1.97 0.0826
2021-02-18 2020-12-31 13F MORGAN STANLEY COM COM 617446448 2,960 2,960 11.28 203 -1.93 0.0852
2020-08-11 2020-06-30 13F MORGAN STANLEY COM COM 617446448 0 -4,841 -100.00 0 -100.00
2020-05-07 2020-03-31 13F MORGAN STANLEY COM COM 617446448 4,841 0 0.00 248 0.40 0.1292
2020-01-30 2019-12-31 13F MORGAN STANLEY COM COM 617446448 4,841 -5,036 -50.99 247 15.42 0.1285
2019-10-28 2019-09-30 13F MORGAN STANLEY COM COM 617446448 9,877 -13,551 -57.84 214 -79.16 1.1004
2019-08-06 2019-06-30 13F MORGAN STANLEY COM COM 617446448 23,428 2,250 10.62 1,027 11.75 0.4957
2019-05-14 2019-03-31 13F MORGAN STANLEY COM COM 617446448 21,178 4,578 27.58 919 30.35 0.4219
2019-01-23 2018-12-31 13F MORGAN STANLEY COM COM 617446448 16,600 16,600 -21.62 705 -23.29 0.3557
2018-12-06 2018-09-30 13F MORGAN STANLEY COM COM 617446448 0 -51 -100.00 0 -100.00
2018-09-04 2018-06-30 13F MORGAN STANLEY COM COM 617446448 51 0 0.00 2 -33.33 0.0012
2018-07-13 2018-03-31 13F MORGAN STANLEY COM COM 617446448 51 51 3 0.0015
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.