Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership6,766 shares
Latest Disclosed Value $ 1,113,502
Visionary Wealth Advisors reports 8.12% decrease in ownership of MS / Morgan Stanley

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 6,766 shares of Morgan Stanley (US:MS) valued at $1,113,481 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,364 shares of Morgan Stanley. This represents a change in shares of -8.12% during the quarter. The current value of the position is $1,433,918 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)
2026-05-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 6,766 -598 -8.12 1,114 -14.84 0.0493
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 7,364 158 2.19 1,307 14.15 0.0589
2025-11-13 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 7,206 -307 -4.09 1,145 8.22 0.0534
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 7,513 90 1.21 1,058 22.17 0.0541
2025-05-14 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 7,423 826 12.52 866 4.46 0.0520
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 6,597 68 1.04 829 21.91 0.0486
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 6,529 -17 -0.26 681 6.92 0.0414
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 6,546 -14 -0.21 636 3.08 0.0416
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 6,560 -397 -5.71 618 -4.78 0.0417
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 6,957 541 8.43 649 23.66 0.0477
2023-11-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 6,416 341 5.61 524 1.16 0.0425
2023-08-11 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 6,075 -227 -3.60 519 -6.33 0.0415
2023-05-15 2023-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 6,302 -88 -1.38 553 1.84 0.0469
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 6,302 -88 1 0.0469
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 6,390 -425 -6.24 543 0.93 0.0501
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 6,815 -694 -9.24 538 -5.78 0.0559
2022-08-12 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 7,509 108 1.46 571 -11.75 0.0512
2022-05-12 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 7,401 880 13.49 647 1.09 0.0521
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 6,521 2,137 48.75 640 49.88 0.0525
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 4,384 -2,395 -35.33 427 -31.35 0.0440
2021-08-13 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 6,779 241 3.69 622 22.44 0.0625
2021-05-18 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 6,538 367 5.95 508 20.09 0.0534
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 6,171 274 4.65 423 48.42 0.0474
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 5,897 1,093 22.75 285 22.84 0.0402
2020-08-14 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 4,804 4,804 232 0.0353
2020-05-15 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -4,494 -100.00 0 -100.00
2020-02-14 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 4,494 4,494 230 0.0412
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.