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Cynosure Group’s Morgan Stanley MS Stock Holding History

Cynosure Group’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 		– Sell
-2,789
Closed -$495K – 369
2025
Q4 		$495K Buy
+2,789
New +$465K 0.05% 185
2020
Q2 		– Sell
-7,597
Closed -$258K – 45
2020
Q1 		$258K Sell
7,597
-1,340
-15% -$63.1K 0.18% 58
2019
Q4 		$457K Hold
8,937
– – 0.24% 42
2019
Q3 		$381K Sell
8,937
-3,160
-26% -$135K 0.21% 48
2019
Q2 		$530K Buy
+12,097
New +$540K 0.24% 47

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cynosure Group's MS Position: Q1 2026 in Review

Cynosure Group sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 2,789 shares — an estimated $495K sold.

Cynosure Group first reported a position in MS in Q2 2019 and held it in 5 quarters. The position peaked at $530K in Q2 2019. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Cynosure Group reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 2,789 Morgan Stanley shares in Q1 2026, an estimated $495K.
  • Cynosure Group first reported a position in Morgan Stanley in Q2 2019 and held it in 5 quarters.
  • Cynosure Group's Morgan Stanley position peaked at $530K in Q2 2019.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.