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Cypress Financial Planning’s Morgan Stanley MS Stock Holding History

Cypress Financial Planning’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 		$9.96M Buy
47,654
+9,909
+26% +$1.96M 2.41% 12
2026
Q1 		$6.21M Buy
37,745
+24
+0.1% +$4.16K 1.71% 14
2025
Q4 		$6.76M Buy
37,721
+4
+0% +$667 1.86% 14
2025
Q3 		$6M Buy
37,717
+4
+0% +$591 1.83% 15
2025
Q2 		$5.31M Sell
37,713
-1,738
-4% -$213K 1.73% 15
2025
Q1 		$4.6M Buy
39,451
+3
+0% +$387 1.64% 15
2024
Q4 		$4.96M Buy
39,448
+13
+0% +$1.6K 1.82% 14
2024
Q3 		$4.11M Sell
39,435
-645
-2% -$65K 1.52% 14
2024
Q2 		$3.9M Sell
40,080
-698
-2% -$66.4K 1.61% 14
2024
Q1 		$3.84M Buy
+40,778
New +$3.59M 1.76% 14
2023
Q4 		– Sell
-40,898
Closed -$3.34M – 51
2023
Q3 		$3.34M Sell
40,898
-619
-1% -$53.7K 1.91% 12
2023
Q2 		$3.59M Sell
41,517
-121
-0.3% -$10.3K 2.03% 12
2023
Q1 		$3.63M Sell
41,638
-22
-0.1% -$2.05K 2.21% 11
2022
Q4 		$3.57M Buy
41,660
+4
+0% +$341 2.39% 11
2022
Q3 		$3.29M Sell
41,656
-317
-0.8% -$26.7K 2.34% 11
2022
Q2 		$3.19M Buy
+41,973
New +$3.44M 2.19% 11

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Cypress Financial Planning's MS Position: Q2 2026 in Review

Cypress Financial Planning increased its Morgan Stanley (MS) stake by 26% in Q2 2026, buying an estimated $1.96M and bringing the position to 47,654 shares worth $9.96M. The position accounts for 2.41% of the portfolio, ranked #12.

Cypress Financial Planning first reported a position in MS in Q2 2022 and has held it in 16 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cypress Financial Planning held 47,654 shares of Morgan Stanley worth $9.96M as of Q2 2026.
  • Cypress Financial Planning bought 9,909 Morgan Stanley shares in Q2 2026, an estimated $1.96M.
  • Morgan Stanley made up 2.41% of Cypress Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Cypress Financial Planning first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.