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 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

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) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Congress Asset Management's MS Position: Q2 2026 in Review

Congress Asset Management reduced its Morgan Stanley (MS) stake by 44% in Q2 2026, selling an estimated $662K and leaving 4,239 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #309.

Congress Asset Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q2 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Congress Asset Management held 4,239 shares of Morgan Stanley worth $886K as of Q2 2026.
Congress Asset Management sold 3,345 Morgan Stanley shares in Q2 2026, an estimated $662K.
Morgan Stanley made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #309 holding.
Congress Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
Congress Asset Management's Morgan Stanley position peaked at $1.91M in Q2 2025.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.