Question 1

How many shares of MS does Alphinity Investment Management Pty Ltd own?

Accepted Answer

As of 2026-Q1, Alphinity Investment Management Pty Ltd holds 944,858 shares of MS (MORGAN STANLEY).

Question 2

What is Alphinity Investment Management Pty Ltd's MS position worth?

Accepted Answer

As of 2026-Q1, Alphinity Investment Management Pty Ltd's MS position is worth $155.5M.

Question 3

Is Alphinity Investment Management Pty Ltd buying or selling MS?

Accepted Answer

In 2026-Q1, Alphinity Investment Management Pty Ltd decreased their MS position (-65.5% change in shares).

Question 4

When did Alphinity Investment Management Pty Ltd first buy MS?

Accepted Answer

Based on available 13F filings, Alphinity Investment Management Pty Ltd first reported a position in MS in 2024-Q3. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	944,858	-65.5%	$155.5M	2.7%	$165.95	0
2025-Q4	Decreased	2.7M	-13.2%	$485.5M	4.9%	$178.10	0
2025-Q3	Decreased	3.1M	-24.5%	$500.5M	4.9%	$159.31	0
2025-Q2	Decreased	4.2M	-22.0%	$587.6M	5.0%	$138.11	0
2025-Q1	Decreased	5.3M	-10.4%	$624M	4.2%	$112.32	0
2024-Q4	Decreased	6M	-0.0%	$750.5M	4.1%	$121.65	0
2024-Q3	New	6M	—	$622.4M	3.7%	$99.93	88