Affinity Capital Advisors
MS icon

Affinity Capital Advisors’s Morgan Stanley MS Stock Holding History

Affinity Capital Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213K Buy
1,121
+115
+11% +$24.4K 0.02% 216
2026
Q2 		$223K Buy
+1,006
New +$199K 0.03% 186
2026
Q1 		– Sell
-1,275
Closed -$226K – 186
2025
Q4 		$226K Buy
+1,275
New +$213K 0.03% 159

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Affinity Capital Advisors's MS Position: Q3 2026 in Review

Affinity Capital Advisors increased its Morgan Stanley (MS) stake by 11% in Q3 2026, buying an estimated $24.4K and bringing the position to 1,121 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #216.

Affinity Capital Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 575 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Affinity Capital Advisors held 1,121 shares of Morgan Stanley worth $213K as of Q3 2026.
  • Affinity Capital Advisors bought 115 Morgan Stanley shares in Q3 2026, an estimated $24.4K.
  • Morgan Stanley made up 0.02% of Affinity Capital Advisors's portfolio in Q3 2026, its #216 holding.
  • Affinity Capital Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Affinity Capital Advisors's Morgan Stanley position peaked at $226K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.