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	$2.09M	Buy	+10,000	New	+$1.98M	0.51%	23
2026 Q1	–	Hold	0	–	–	–	25
2025 Q4	–	Hold	0	–	–	–	25
2025 Q2	–	Hold	0	–	-$1.17M	–	85
2025 Q1	–	Hold	0	–	–	–	26
2024 Q4	–	Hold	0	–	–	–	80
2024 Q3	–	Hold	0	–	–	–	79
2024 Q2	–	Hold	0	–	–	–	19
2023 Q4	–	Sell	-20,000	Closed	-$1.63M	–	52
2023 Q3	$1.63M	Hold	20,000	–	–	0.93%	15
2023 Q2	$1.73M	Buy	+20,000	New	+$1.71M	0.98%	15

Other funds holding MS

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 458 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.
458 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.