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Affinity Investment Advisors’s Morgan Stanley MS Stock Holding History

Affinity Investment 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
Q1 		$1.6M Buy
9,706
+12
+0.1% +$2.08K 1% 35
2025
Q4 		$1.72M Buy
9,694
+3,650
+60% +$609K 1.14% 26
2025
Q3 		$961K Sell
6,044
-234
-4% -$34.6K 0.65% 54
2025
Q2 		$884K Sell
6,278
-460
-7% -$56.5K 0.67% 54
2025
Q1 		$786K Sell
6,738
-24
-0.4% -$3.09K 0.64% 55
2024
Q4 		$850K Hold
6,762
– – 0.71% 51
2024
Q3 		$705K Buy
6,762
+30
+0.4% +$3.02K 0.48% 76
2024
Q2 		$654K Sell
6,732
-9
-0.1% -$857 0.49% 74
2024
Q1 		$635K Sell
6,741
-40
-0.6% -$3.52K 0.46% 74
2023
Q4 		$632K Sell
6,781
-901
-12% -$72.1K 0.43% 70
2023
Q3 		$627K Sell
7,682
-240
-3% -$20.8K 0.4% 90
2023
Q2 		$677K Sell
7,922
-4,249
-35% -$363K 0.39% 95
2023
Q1 		$1.07M Sell
12,171
-482
-4% -$45K 0.57% 54
2022
Q4 		$1.08M Hold
12,653
– – 0.49% 65
2022
Q3 		$1M Sell
12,653
-21,863
-63% -$1.84M 0.52% 58
2022
Q2 		$2.63M Buy
34,516
+773
+2% +$63.3K 1.28% 15
2022
Q1 		$2.95M Sell
33,743
-1,807
-5% -$174K 1.21% 18
2021
Q4 		$3.49M Sell
35,550
-613
-2% -$61.1K 1.4% 11
2021
Q3 		$3.52M Sell
36,163
-612
-2% -$60.6K 1.58% 8
2021
Q2 		$3.37M Sell
36,775
-22,883
-38% -$1.96M 1.52% 10
2021
Q1 		$4.63M Sell
59,658
-4,815
-7% -$369K 1.7% 9
2020
Q4 		$4.42M Buy
64,473
+734
+1% +$42.1K 1.78% 11
2020
Q3 		$3.08M Buy
63,739
+2,683
+4% +$135K 1.35% 24
2020
Q2 		$2.95M Sell
61,056
-19,270
-24% -$809K 1.4% 21
2020
Q1 		$2.73M Buy
80,326
+2,681
+3% +$126K 1.39% 29
2019
Q4 		$3.97M Sell
77,645
-28,162
-27% -$1.33M 1.44% 21
2019
Q3 		$4.51M Sell
105,807
-9,896
-9% -$423K 1.42% 31
2019
Q2 		$5.07M Sell
115,703
-63,681
-35% -$2.84M 1.45% 28
2019
Q1 		$7.57M Sell
179,384
-65,023
-27% -$2.74M 1.55% 26
2018
Q4 		$9.69M Sell
244,407
-28,011
-10% -$1.22M 1.69% 22
2018
Q3 		$12.7M Buy
272,418
+42,186
+18% +$2.06M 1.67% 24
2018
Q2 		$10.9M Sell
230,232
-50,018
-18% -$2.61M 1.54% 21
2018
Q1 		$15.1M Buy
280,250
+7,681
+3% +$425K 1.77% 14
2017
Q4 		$14.3M Buy
+272,569
New +$13.8M 1.62% 21
2016
Q3 		– Sell
-9,830
Closed -$255K – 171
2016
Q2 		$255K Sell
9,830
-392,447
-98% -$10.3M 0.02% 143
2016
Q1 		$10.1M Sell
402,277
-1,630
-0.4% -$41.6K 0.88% 54
2015
Q4 		$12.8M Hold
403,907
– – 1.1% 43
2015
Q3 		$12.7M Buy
+403,907
New +$14.7M 1.16% 39

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Affinity Investment Advisors's MS Position: Q1 2026 in Review

Affinity Investment Advisors increased its Morgan Stanley (MS) stake by 0.12% in Q1 2026, buying an estimated $2.08K and bringing the position to 9,706 shares worth $1.6M. The position accounts for 1% of the portfolio, ranked #35.

Affinity Investment Advisors first reported a position in MS in Q3 2015 and has held it in 38 quarters since. The position peaked at $15.1M in Q1 2018. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Affinity Investment Advisors held 9,706 shares of Morgan Stanley worth $1.6M as of Q1 2026.
  • Affinity Investment Advisors bought 12 Morgan Stanley shares in Q1 2026, an estimated $2.08K.
  • Morgan Stanley made up 1% of Affinity Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Affinity Investment Advisors first reported a position in Morgan Stanley in Q3 2015 and has held it in 38 quarters since.
  • Affinity Investment Advisors's Morgan Stanley position peaked at $15.1M in Q1 2018.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.