Question 1

Does Alphinity Investment Management own MS stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Alphinity Investment Management holds 469,831 shares of MS (Morgan Stanley), worth $88.4M.

Question 2

How many shares of MS does Alphinity Investment Management own?

Accepted Answer

As of its Q3 2026 13F, Alphinity Investment Management holds 469,831 shares of MS (Morgan Stanley).

Question 3

What is Alphinity Investment Management's MS position worth?

Accepted Answer

As of its Q3 2026 13F, Alphinity Investment Management's MS position is worth $88.4M.

Question 4

Is Alphinity Investment Management buying or selling MS?

Accepted Answer

In Q3 2026, Alphinity Investment Management reduced its MS position by 559,591 shares (-54.4%).

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 16 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	469,831	-54.4%	$88.4M	2.0%	$186.94	0
2026-Q2	Increased	1M	+8.9%	$215.2M	3.6%	$206.64	62
2026-Q1	Decreased	944,858	-65.5%	$155.5M	2.7%	$161.81	0
2025-Q4	Decreased	2.7M	-13.2%	$485.5M	4.9%	$173.59	0
2025-Q3	Decreased	3.1M	-24.5%	$500.5M	4.9%	$154.50	0
2025-Q2	Decreased	4.2M	-22.0%	$587.6M	5.0%	$135.96	0
2025-Q1	Decreased	5.3M	-10.4%	$624M	4.2%	$111.71	0
2024-Q4	Decreased	6M	-0.0%	$750.5M	4.1%	$119.58	0
2024-Q3	New	6M	—	$622.4M	3.7%	$98.38	88