CWP
MS icon

Cyndeo Wealth Partners’s Morgan Stanley MS Stock Holding History

Cyndeo Wealth Partners’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Buy
70,839
+4,007
+6% +$793K 0.7% 36
2026
Q1 		$11M Sell
66,832
-26,737
-29% -$4.63M 0.58% 48
2025
Q4 		$16.6M Buy
93,569
+736
+0.8% +$123K 0.9% 28
2025
Q3 		$14.8M Sell
92,833
-3,216
-3% -$475K 0.82% 32
2025
Q2 		$13.5M Buy
96,049
+171
+0.2% +$21K 0.8% 32
2025
Q1 		$11.2M Buy
95,878
+5,712
+6% +$736K 0.73% 33
2024
Q4 		$11.3M Buy
90,166
+303
+0.3% +$37.3K 0.77% 31
2024
Q3 		$9.37M Buy
89,863
+38,720
+76% +$3.9M 0.65% 37
2024
Q2 		$4.97M Buy
51,143
+10,378
+25% +$988K 0.39% 75
2024
Q1 		$3.84M Buy
40,765
+15,311
+60% +$1.35M 0.32% 96
2023
Q4 		$2.37M Buy
25,454
+7,037
+38% +$563K 0.22% 125
2023
Q3 		$1.5M Sell
18,417
-4,426
-19% -$384K 0.16% 146
2023
Q2 		$1.95M Buy
22,843
+2,606
+13% +$223K 0.2% 122
2023
Q1 		$1.78M Sell
20,237
-9,663
-32% -$902K 0.19% 136
2022
Q4 		$2.54M Buy
+29,900
New +$2.55M 0.3% 111

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cyndeo Wealth Partners's MS Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Morgan Stanley (MS) stake by 6% in Q2 2026, buying an estimated $793K and bringing the position to 70,839 shares worth $14.8M. The position accounts for 0.7% of the portfolio, ranked #36.

Cyndeo Wealth Partners first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.6M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cyndeo Wealth Partners held 70,839 shares of Morgan Stanley worth $14.8M as of Q2 2026.
  • Cyndeo Wealth Partners bought 4,007 Morgan Stanley shares in Q2 2026, an estimated $793K.
  • Morgan Stanley made up 0.7% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Cyndeo Wealth Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Morgan Stanley position peaked at $16.6M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.