Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionUnited Community Bank
Latest Disclosed Ownership5,376 shares
Latest Disclosed Value $ 884,728
United Community Bank reports 4.77% increase in ownership of MS / Morgan Stanley

On April 24, 2026 - United Community Bank filed a 13F-HR form disclosing ownership of 5,376 shares of Morgan Stanley (US:MS) valued at $884,728 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 5,131 shares of Morgan Stanley. This represents a change in shares of 4.77% during the quarter. The current value of the position is $1,139,336 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 COMMON STOCK 617446448 5,376 245 4.77 885 -2.86 0.2950
2026-01-30 2025-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 5,131 5 0.10 911 11.79 0.3444
2025-11-04 2025-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 5,126 3,114 154.77 815 187.63 0.2523
2025-07-31 2025-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,012 98 5.12 283 26.91 0.0969
2025-05-02 2025-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,914 85 4.65 223 -2.62 0.0832
2025-02-07 2024-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,829 -494 -21.27 230 -5.37 0.0895
2024-10-30 2024-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,323 -10 -0.43 242 7.08 0.0945
2024-08-02 2024-06-30 13F MORGAN STANLEY COMMON STOCK 617446448 2,333 332 16.59 227 20.21 0.0916
2024-05-03 2024-03-31 13F MORGAN STANLEY COMMON STOCK 617446448 2,001 16 0.81 188 1.62 0.0732
2024-02-13 2023-12-31 13F MORGAN STANLEY COMMON STOCK 617446448 1,985 127 6.84 185 22.52 0.0784
2023-11-14 2023-09-30 13F MORGAN STANLEY COMMON STOCK 617446448 1,858 1,858 152 0.0743
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.