Morgan Stanley
AFRM icon

Morgan Stanley’s Affirm AFRM Stock Holding History

Morgan Stanley’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88B Buy
23,000,269
+1,284,287
+6% +$83.9M 0.1% 169
2026
Q1 		$995M Sell
21,715,982
-1,294,318
-6% -$74.8M 0.06% 291
2025
Q4 		$1.71B Buy
23,010,300
+42,534
+0.2% +$3.06M 0.1% 171
2025
Q3 		$1.68B Buy
22,967,766
+800,462
+4% +$60.9M 0.1% 172
2025
Q2 		$1.53B Buy
22,167,304
+971,086
+5% +$50.4M 0.1% 174
2025
Q1 		$958M Sell
21,196,218
-2,083,259
-9% -$123M 0.07% 265
2024
Q4 		$1.42B Sell
23,279,477
-6,914,985
-23% -$384M 0.1% 180
2024
Q3 		$1.23B Sell
30,194,462
-350,956
-1% -$11.6M 0.09% 202
2024
Q2 		$923M Sell
30,545,418
-23,769
-0.1% -$762K 0.07% 245
2024
Q1 		$1.14B Buy
30,569,187
+2,198,943
+8% +$87.8M 0.09% 209
2023
Q4 		$1.39B Sell
28,370,244
-5,669,947
-17% -$164M 0.12% 154
2023
Q3 		$724M Buy
34,040,191
+7,359,627
+28% +$135M 0.07% 256
2023
Q2 		$409M Buy
26,680,564
+1,555,355
+6% +$20.6M 0.04% 430
2023
Q1 		$283M Buy
25,125,209
+6,938,843
+38% +$87.4M 0.03% 573
2022
Q4 		$176M Sell
18,186,366
-3,137,977
-15% -$47.3M 0.02% 743
2022
Q3 		$400M Buy
21,324,343
+4,659,624
+28% +$122M 0.05% 343
2022
Q2 		$301M Buy
16,664,719
+6,156,458
+59% +$167M 0.04% 444
2022
Q1 		$486M Buy
10,508,261
+2,387,570
+29% +$125M 0.07% 270
2021
Q4 		$817M Buy
8,120,691
+2,696,841
+50% +$356M 0.1% 201
2021
Q3 		$646M Buy
5,423,850
+3,324,709
+158% +$266M 0.09% 219
2021
Q2 		$141M Buy
2,099,141
+238,899
+13% +$15.2M 0.02% 672
2021
Q1 		$132M Buy
+1,860,242
New +$181M 0.02% 638

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley's AFRM Position: Q2 2026 in Review

Morgan Stanley increased its Affirm (AFRM) stake by 5.9% in Q2 2026, buying an estimated $83.9M and bringing the position to 23,000,269 shares worth $1.88B. The position accounts for 0.1% of the portfolio, ranked #169.

Morgan Stanley first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Morgan Stanley held 23,000,269 shares of Affirm worth $1.88B as of Q2 2026.
  • Morgan Stanley bought 1,284,287 Affirm shares in Q2 2026, an estimated $83.9M.
  • Affirm made up 0.1% of Morgan Stanley's portfolio in Q2 2026, its #169 holding.
  • Morgan Stanley first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.