CWS
MS icon

Cypress Wealth Services’s Morgan Stanley MS Stock Holding History

Cypress Wealth Services’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 		$771K Sell
3,687
-23
-0.6% -$4.55K 0.09% 163
2026
Q1 		$610K Sell
3,710
-14
-0.4% -$2.42K 0.09% 190
2025
Q4 		$661K Buy
3,724
+1,695
+84% +$283K 0.09% 172
2025
Q3 		$323K Buy
2,029
+176
+9% +$26K 0.05% 240
2025
Q2 		$261K Buy
+1,853
New +$228K 0.05% 258

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services's MS Position: Q2 2026 in Review

Cypress Wealth Services reduced its Morgan Stanley (MS) stake by 0.62% in Q2 2026, selling an estimated $4.55K and leaving 3,687 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #163.

Cypress Wealth Services first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cypress Wealth Services held 3,687 shares of Morgan Stanley worth $771K as of Q2 2026.
  • Cypress Wealth Services sold 23 Morgan Stanley shares in Q2 2026, an estimated $4.55K.
  • Morgan Stanley made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #163 holding.
  • Cypress Wealth Services first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.