Congress Asset Management’s Morgan Stanley MS Stock Holding History

Congress Asset Management’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	$794K	Sell	4,222 -17	-0.4%	-$3.61K	0.01%	336
2026 Q2	$886K	Sell	4,239 -3,345	-44%	-$662K	0.01%	309
2026 Q1	$1.25M	Sell	7,584 -2,237	-23%	-$387K	0.01%	330
2025 Q4	$1.74M	Sell	9,821 -618	-6%	-$103K	0.01%	286
2025 Q3	$1.66M	Sell	10,439 -3,118	-23%	-$460K	0.01%	295
2025 Q2	$1.91M	Sell	13,557 -876	-6%	-$108K	0.01%	288
2025 Q1	$1.68M	Sell	14,433 -100	-0.7%	-$12.9K	0.01%	282
2024 Q4	$1.83M	Buy	+14,533	New	+$1.79M	0.01%	285

Other funds holding MS

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Congress Asset Management's MS Position: Q3 2026 in Review

Congress Asset Management reduced its Morgan Stanley (MS) stake by 0.4% in Q3 2026, selling an estimated $3.61K and leaving 4,222 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #336.

Congress Asset Management first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q2 2025. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Congress Asset Management held 4,222 shares of Morgan Stanley worth $794K as of Q3 2026.
Congress Asset Management sold 17 Morgan Stanley shares in Q3 2026, an estimated $3.61K.
Morgan Stanley made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #336 holding.
Congress Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
Congress Asset Management's Morgan Stanley position peaked at $1.91M in Q2 2025.
83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.