Cypress Financial Planning
MS icon

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
Q3 		$7.08M Sell
37,654
-10,000
-21% -$2.12M 1.9% 15
2026
Q2 		$10M 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 $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cypress Financial Planning's MS Position: Q3 2026 in Review

Cypress Financial Planning reduced its Morgan Stanley (MS) stake by 21% in Q3 2026, selling an estimated $2.12M and leaving 37,654 shares worth $7.08M. The position accounts for 1.9% of the portfolio, ranked #15.

Cypress Financial Planning first reported a position in MS in Q2 2022 and has held it in 17 quarters since. The position peaked at $10M in Q2 2026. 840 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Cypress Financial Planning held 37,654 shares of Morgan Stanley worth $7.08M as of Q3 2026.
  • Cypress Financial Planning sold 10,000 Morgan Stanley shares in Q3 2026, an estimated $2.12M.
  • Morgan Stanley made up 1.9% of Cypress Financial Planning's portfolio in Q3 2026, its #15 holding.
  • Cypress Financial Planning first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
  • Cypress Financial Planning's Morgan Stanley position peaked at $10M in Q2 2026.
  • 840 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.