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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
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Affinity Capital Advisors's MS Position: Q2 2026 in Review

Affinity Capital Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,006 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings. This is a return to the name: Affinity Capital Advisors previously reported a position in MS as recently as Q4 2025.

Affinity Capital Advisors first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Affinity Capital Advisors held 1,006 shares of Morgan Stanley worth $223K as of Q2 2026.
  • Morgan Stanley was a new Affinity Capital Advisors position in Q2 2026.
  • Morgan Stanley made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #186 holding.
  • Affinity Capital Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Affinity Capital Advisors's Morgan Stanley position peaked at $226K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.