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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
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cypress Capital Group's MS Position: Q2 2026 in Review

Cypress Capital Group increased its Morgan Stanley (MS) stake by 153% in Q2 2026, buying an estimated $503K and bringing the position to 4,194 shares worth $877K. The position accounts for 0.08% of the portfolio, ranked #156.

Cypress Capital Group first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cypress Capital Group held 4,194 shares of Morgan Stanley worth $877K as of Q2 2026.
  • Cypress Capital Group bought 2,539 Morgan Stanley shares in Q2 2026, an estimated $503K.
  • Morgan Stanley made up 0.08% of Cypress Capital Group's portfolio in Q2 2026, its #156 holding.
  • Cypress Capital Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.