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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cyndeo Wealth Partners's MS Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Morgan Stanley (MS) stake by 29% in Q1 2026, selling an estimated $4.63M and leaving 66,832 shares worth $11M. The position accounts for 0.58% of the portfolio, ranked #48.

Cyndeo Wealth Partners first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.6M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Cyndeo Wealth Partners held 66,832 shares of Morgan Stanley worth $11M as of Q1 2026.
Cyndeo Wealth Partners sold 26,737 Morgan Stanley shares in Q1 2026, an estimated $4.63M.
Morgan Stanley made up 0.58% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #48 holding.
Cyndeo Wealth Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's Morgan Stanley position peaked at $16.6M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.