Cyndeo Wealth Partners, LLC

Position in MS — Morgan Stanley

CIK 1950947 ST. PETERSBURG, FL

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$14,808,184

+$3,809,642 QoQ

Shares Held

70,839

+6.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#477

of 2,722 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $21,874,764 across 4 Capital Markets names. MS ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	70,839	$14,808,184
2	GS	Goldman Sachs Group Inc	3,141	$3,176,713
3	XP	XP Inc.	192,580	$3,131,350
4	HOOD	Robinhood Markets, Inc.	7,564	$758,517

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,808,184	70,839	+6.0%	Shares	Sole	2026-07-21
2026-03-31	$10,998,542	66,832	-28.6%	Shares	Sole	2026-04-13
2025-12-31	$16,611,304	93,569	+0.8%	Shares	Sole	2026-01-07
2025-09-30	$14,756,733	92,833	-3.3%	Shares	Sole	2025-10-10
2025-06-30	$13,529,462	96,049	+0.2%	Shares	Sole	2025-07-24
2025-03-31	$11,186,086	95,878	+6.3%	Shares	Sole	2025-04-17
2024-12-31	$11,335,669	90,166	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$9,367,319	89,863	+75.7%	Shares	Sole	2024-10-18
2024-06-30	$4,970,588	51,143	+25.5%	Shares	Sole	2024-07-30
2024-03-31	$3,838,432	40,765	+60.2%	Shares	Sole	2024-04-17
2023-12-31	$2,373,585	25,454	+38.2%	Shares	Sole	2024-01-12
2023-09-30	$1,504,116	18,417	-19.4%	Shares	Sole	2023-10-10
2023-06-30	$1,950,792	22,843	+12.9%	Shares	Sole	2023-07-27
2023-03-31	$1,776,808	20,237	-32.3%	Shares	Sole	2023-04-25
2022-12-31	$2,542,098	29,900	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.