Question 1

Does Alphinity Investment Management own MS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Alphinity Investment Management holds 1,029,422 shares of MS (Morgan Stanley), worth $215.2M.

Question 2

How many shares of MS does Alphinity Investment Management own?

Accepted Answer

As of its Q2 2026 13F, Alphinity Investment Management holds 1,029,422 shares of MS (Morgan Stanley).

Question 3

What is Alphinity Investment Management's MS position worth?

Accepted Answer

As of its Q2 2026 13F, Alphinity Investment Management's MS position is worth $215.2M.

Question 4

Is Alphinity Investment Management buying or selling MS?

Accepted Answer

In Q2 2026, Alphinity Investment Management increased its MS position by 84,564 shares (+9.0%).

Question 5

When did Alphinity Investment Management first buy MS?

Accepted Answer

Alphinity Investment Management first reported MS in its Q2 2020 13F and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1M	+8.9%	$215.2M	3.6%	$207.90	62
2026-Q1	Decreased	944,858	-65.5%	$155.5M	2.7%	$162.79	0
2025-Q4	Decreased	2.7M	-13.2%	$485.5M	4.9%	$174.65	0
2025-Q3	Decreased	3.1M	-24.5%	$500.5M	4.9%	$155.44	0
2025-Q2	Decreased	4.2M	-22.0%	$587.6M	5.0%	$136.79	0
2025-Q1	Decreased	5.3M	-10.4%	$624M	4.2%	$112.39	0
2024-Q4	Decreased	6M	-0.0%	$750.5M	4.1%	$120.31	0
2024-Q3	New	6M	—	$622.4M	3.7%	$98.97	88