Cypress Asset Management’s Morgan Stanley MS Stock Holding History

Cypress Asset Management’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	$217K	Buy	+1,040	New	+$206K	0.04%	107

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cypress Asset Management's MS Position: Q2 2026 in Review

Cypress Asset Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,040 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #107 among its holdings.

2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Cypress Asset Management held 1,040 shares of Morgan Stanley worth $217K as of Q2 2026.
Morgan Stanley was a new Cypress Asset Management position in Q2 2026.
Morgan Stanley made up 0.04% of Cypress Asset Management's portfolio in Q2 2026, its #107 holding.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cypress Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.