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 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 Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cypress Capital Group's MS Position: Q1 2026 in Review

Cypress Capital Group reduced its Morgan Stanley (MS) stake by 1.4% in Q1 2026, selling an estimated $4.16K and leaving 1,655 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #218.

Cypress Capital Group first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $825K in Q1 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Cypress Capital Group held 1,655 shares of Morgan Stanley worth $272K as of Q1 2026.
Cypress Capital Group sold 24 Morgan Stanley shares in Q1 2026, an estimated $4.16K.
Morgan Stanley made up 0.03% of Cypress Capital Group's portfolio in Q1 2026, its #218 holding.
Cypress Capital Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Cypress Capital Group's Morgan Stanley position peaked at $825K in Q1 2024.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.