Cyndeo Wealth Partners
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
Q3 		$10.3M Sell
54,806
-16,033
-23% -$3.41M 0.47% 62
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Cyndeo Wealth Partners's MS Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Morgan Stanley (MS) stake by 23% in Q3 2026, selling an estimated $3.41M and leaving 54,806 shares worth $10.3M. The position accounts for 0.47% of the portfolio, ranked #62.

Cyndeo Wealth Partners first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.6M in Q4 2025. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cyndeo Wealth Partners held 54,806 shares of Morgan Stanley worth $10.3M as of Q3 2026.
  • Cyndeo Wealth Partners sold 16,033 Morgan Stanley shares in Q3 2026, an estimated $3.41M.
  • Morgan Stanley made up 0.47% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #62 holding.
  • Cyndeo Wealth Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Morgan Stanley position peaked at $16.6M in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.