Morgan Stanley (MS)Alphinity Investment Management Pty Ltd added to its stake +85K shares

1.03M

Shares reported · +85K vs prior quarter

3.6%

Disclosed portfolio weight

$215M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 29, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of MS — reported range $1,001 - $15,000
2. Jul 6, 2026Government · Federal Register noticeUnited States et al. v. Live Nation Entertainment, Inc.; Proposed Final Judgment and Competitive Impact Statement
3. Jul 6, 2026Government · Federal Register noticeCombined Notice of Filings #2
4. Jul 10, 2026CongressDisclosed purchase of MS — reported range $1,001 - $15,000
5. Jul 15, 2026Company filing · Form 8-K · ResultsReported its results
6. Jul 15, 20265% stakeMITSUBISHI UFJ FINANCIAL GROUP, INC. filed an activist stake (13D) of 24.1%
7. Jul 16, 2026Insider · 1 personInsiders: 2 sales (~$3.5M)
8. Jul 17, 2026Insider · 1 personInsiders: 2 sales (~$5.2M)
9. Jul 23, 2026Government · Federal Register ruleCategorical Exclusion Under the National Environmental Policy Act for Certain Terminations or Revocations of Water Power Licenses or Exemptions
10. Jul 28, 2026InsiderDirector sold ~$212K of MS shares in the open market

What came next

1. Sep 4, 2026Government · Federal Register noticeUnited States v. KKR & Co. Inc., et al.; Proposed Final Judgment and Competitive Impact Statement
2. Oct 5, 2026Government · Federal Register proposed ruleInterval Fund Modernization; Expansion of Multiple Share Class to Registered Closed-End Management Investment Companies and Business Development Companies

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Morgan Stanley

For Morgan Stanley, OQRO holds 5 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 98 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MS page.

How this filing works

• SEC Form 13F

Other disclosures at Morgan Stanley

• SEC Form 13F-HRAug 18, 2026
• SEC Form 13F-HRAug 17, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its MS page.