First Affirmative Financial Network
MS icon

First Affirmative Financial Network’s Morgan Stanley MS Stock Holding History

First Affirmative Financial Network’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 		$881K Buy
+4,686
New +$996K 0.19% 102
2026
Q1 		$481K Buy
+2,926
New +$507K 0.19% 135
2025
Q3 		$367K Buy
2,311
+61
+3% +$9.01K 0.17% 145
2025
Q2 		$317K Buy
+2,250
New +$276K 0.16% 162
2025
Q1 		– Sell
-1,811
Closed -$228K – 286
2024
Q4 		$228K Sell
1,811
-593
-25% -$73K 0.13% 212
2024
Q3 		$251K Sell
2,404
-427
-15% -$43K 0.14% 207
2024
Q2 		$275K Sell
2,831
-330
-10% -$31.4K 0.19% 168
2024
Q1 		$298K Sell
3,161
-160
-5% -$14.1K 0.22% 154
2023
Q4 		$310K Sell
3,321
-39
-1% -$3.12K 0.25% 135
2023
Q3 		$274K Buy
3,360
+1,018
+43% +$88.4K 0.27% 121
2023
Q2 		$200K Buy
+2,342
New +$200K 0.2% 172
2023
Q1 		– Sell
-3,058
Closed -$260K – 170
2022
Q4 		$260K Buy
3,058
+272
+10% +$23.2K 0.31% 101
2022
Q3 		$220K Buy
+2,786
New +$235K 0.28% 113
2022
Q2 		– Sell
-2,322
Closed -$203K – 151
2022
Q1 		$203K Buy
2,322
+116
+5% +$11.2K 0.19% 150
2021
Q4 		$217K Sell
2,206
-155
-7% -$15.4K 0.2% 149
2021
Q3 		$230K Buy
+2,361
New +$234K 0.24% 131

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

First Affirmative Financial Network's MS Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Morgan Stanley (MS) in Q3 2026: 4,686 shares worth $881K. The stake represents 0.19% of the portfolio and ranks #102 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MS as recently as Q1 2026.

First Affirmative Financial Network first reported a position in MS in Q3 2021 and has held it in 16 quarters since. 779 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • First Affirmative Financial Network held 4,686 shares of Morgan Stanley worth $881K as of Q3 2026.
  • Morgan Stanley was a new First Affirmative Financial Network position in Q3 2026.
  • Morgan Stanley made up 0.19% of First Affirmative Financial Network's portfolio in Q3 2026, its #102 holding.
  • First Affirmative Financial Network first reported a position in Morgan Stanley in Q3 2021 and has held it in 16 quarters since.
  • 779 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.