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Alphinity Investment Management’s Morgan Stanley MS Stock Holding History

Alphinity Investment Management’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 		$215M Buy
1,029,422
+84,564
+9% +$16.7M 3.58% 13
2026
Q1 		$155M Sell
944,858
-1,789,627
-65% -$310M 2.74% 21
2025
Q4 		$485M Sell
2,734,485
-414,049
-13% -$69.1M 4.91% 6
2025
Q3 		$500M Sell
3,148,534
-1,023,196
-25% -$151M 4.88% 5
2025
Q2 		$588M Sell
4,171,730
-1,176,743
-22% -$145M 5.03% 8
2025
Q1 		$624M Sell
5,348,473
-621,017
-10% -$80M 4.23% 14
2024
Q4 		$750M Sell
5,969,490
-1,775
-0% -$219K 4.08% 7
2024
Q3 		$622M Buy
+5,971,265
New +$601M 3.68% 16
2022
Q1 		– Sell
-1,872,268
Closed -$184M – 36
2021
Q4 		$184M Buy
1,872,268
+220,943
+13% +$22M 4.13% 14
2021
Q3 		$161M Sell
1,651,325
-298,562
-15% -$29.6M 5.98% 6
2021
Q2 		$179M Sell
1,949,887
-76,430
-4% -$6.55M 6.72% 2
2021
Q1 		$157M Buy
2,026,317
+904,428
+81% +$69.3M 7.35% 4
2020
Q4 		$76.9M Buy
1,121,889
+106,946
+11% +$6.14M 6.46% 2
2020
Q3 		$49.1M Sell
1,014,943
-31,817
-3% -$1.6M 4.77% 8
2020
Q2 		$50.6M Buy
+1,046,760
New +$44M 5.7% 3

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alphinity Investment Management's MS Position: Q2 2026 in Review

Alphinity Investment Management increased its Morgan Stanley (MS) stake by 8.9% in Q2 2026, buying an estimated $16.7M and bringing the position to 1,029,422 shares worth $215M. The position accounts for 3.58% of the portfolio, ranked #13.

Alphinity Investment Management first reported a position in MS in Q2 2020 and has held it in 15 quarters since. The position peaked at $750M in Q4 2024. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Alphinity Investment Management held 1,029,422 shares of Morgan Stanley worth $215M as of Q2 2026.
  • Alphinity Investment Management bought 84,564 Morgan Stanley shares in Q2 2026, an estimated $16.7M.
  • Morgan Stanley made up 3.58% of Alphinity Investment Management's portfolio in Q2 2026, its #13 holding.
  • Alphinity Investment Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 15 quarters since.
  • Alphinity Investment Management's Morgan Stanley position peaked at $750M in Q4 2024.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.