Cypress Capital Group
MS icon

Cypress Capital Group’s Morgan Stanley MS Stock Holding History

Cypress Capital 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
Q3 		$1.26M Buy
6,705
+2,511
+60% +$534K 0.11% 132
2026
Q2 		$877K Buy
4,194
+2,539
+153% +$503K 0.08% 156
2026
Q1 		$272K Sell
1,655
-24
-1% -$4.16K 0.03% 218
2025
Q4 		$298K Sell
1,679
-72
-4% -$12K 0.03% 201
2025
Q3 		$278K Sell
1,751
-52
-3% -$7.68K 0.03% 198
2025
Q2 		$254K Sell
1,803
-19
-1% -$2.33K 0.03% 203
2025
Q1 		$213K Sell
1,822
-3,093
-63% -$399K 0.03% 196
2024
Q4 		$618K Sell
4,915
-2,638
-35% -$325K 0.08% 160
2024
Q3 		$787K Sell
7,553
-50
-0.7% -$5.04K 0.09% 177
2024
Q2 		$739K Sell
7,603
-1,156
-13% -$110K 0.09% 172
2024
Q1 		$825K Buy
+8,759
New +$771K 0.1% 170

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cypress Capital Group's MS Position: Q3 2026 in Review

Cypress Capital Group increased its Morgan Stanley (MS) stake by 60% in Q3 2026, buying an estimated $534K and bringing the position to 6,705 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #132.

Cypress Capital Group first reported a position in MS in Q1 2024 and has held it in 11 quarters since. 1,712 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cypress Capital Group held 6,705 shares of Morgan Stanley worth $1.26M as of Q3 2026.
  • Cypress Capital Group bought 2,511 Morgan Stanley shares in Q3 2026, an estimated $534K.
  • Morgan Stanley made up 0.11% of Cypress Capital Group's portfolio in Q3 2026, its #132 holding.
  • Cypress Capital Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 11 quarters since.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cypress Capital Group's 13F filing for Q3 2026, filed 3 Nov 2026.