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Livermore
Livermore
ZHEN

Cypress Financial Planning LLC

SEC CIK
0001937021
Latest filing
Jul 9, 2026

MS holding history

Morgan Stanley in every 13F filed by Cypress Financial Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
47,654
Value
$9.96M
% of portfolio
2.4%
Quarters held
16
Since Q2 2022
Holdings of MS by Cypress Financial Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,654$9.96M2.4%+9,909+26.3%AddedHolders
Q1 202637,745$6.21M1.7%+24+0.1%AddedHolders
Q4 202537,721$6.76M1.9%+40.0%AddedHolders
Q3 202537,717$6.00M1.8%+40.0%AddedHolders
Q2 202537,713$5.31M1.7%−1,738−4.4%ReducedHolders
Q1 202539,451$4.60M1.7%+30.0%AddedHolders
Q4 202439,448$4.96M1.8%+130.0%AddedHolders
Q3 202439,435$4.11M1.5%−645−1.6%ReducedHolders
Q2 202440,080$3.90M1.6%−698−1.7%ReducedHolders
Q1 202440,778$3.84M1.8%+40,778NewHolders
Q4 20230$00.0%−40,898−100.0%Sold outHolders
Q3 202340,898$3.34M1.9%−619−1.5%ReducedHolders
Q2 202341,517$3.59M2.1%−121−0.3%ReducedHolders
Q1 202341,638$3.63M2.2%−22−0.1%ReducedHolders
Q4 202241,660$3.57M2.4%+40.0%AddedHolders
Q3 202241,656$3.29M2.3%−317−0.8%ReducedHolders
Q2 202241,973$3.19M2.2%–No prior filingHolders