Question 1

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

Accepted Answer

As of 2026-Q2, Alphinity Investment Management Pty Ltd holds 1M shares of MS (MORGAN STANLEY).

Question 2

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

Accepted Answer

As of 2026-Q2, Alphinity Investment Management Pty Ltd's MS position is worth $215.2M.

Question 3

Is Alphinity Investment Management Pty Ltd buying or selling MS?

Accepted Answer

In 2026-Q2, Alphinity Investment Management Pty Ltd increased their MS position (+8.9% 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 16 quarters.

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