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Congress Park Capital’s Morgan Stanley MS Stock Holding History

Congress Park Capital’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 		$751K Sell
3,595
-218
-6% -$43.2K 0.2% 74
2026
Q1 		$627K Buy
3,813
+203
+6% +$35.1K 0.19% 81
2025
Q4 		$641K Buy
3,610
+385
+12% +$64.2K 0.19% 81
2025
Q3 		$513K Sell
3,225
-25
-0.8% -$3.69K 0.16% 82
2025
Q2 		$458K Buy
3,250
+75
+2% +$9.21K 0.15% 81
2025
Q1 		$370K Sell
3,175
-150
-5% -$19.3K 0.14% 87
2024
Q4 		$418K Sell
3,325
-350
-10% -$43.1K 0.15% 88
2024
Q3 		$383K Sell
3,675
-3,479
-49% -$350K 0.14% 90
2024
Q2 		$695K Sell
7,154
-848
-11% -$80.7K 0.28% 65
2024
Q1 		$753K Sell
8,002
-1,498
-16% -$132K 0.33% 62
2023
Q4 		$886K Buy
9,500
+6,900
+265% +$552K 0.43% 55
2023
Q3 		$212K Sell
2,600
-50
-2% -$4.34K 0.11% 110
2023
Q2 		$226K Hold
2,650
– – 0.11% 122
2023
Q1 		$233K Sell
2,650
-200
-7% -$18.7K 0.12% 114
2022
Q4 		$242K Buy
2,850
+100
+4% +$8.52K 0.14% 119
2022
Q3 		$217K Sell
2,750
-50
-2% -$4.21K 0.13% 115
2022
Q2 		$213K Buy
+2,800
New +$229K 0.13% 119
2020
Q2 		– Sell
-10,600
Closed -$360K – 97
2020
Q1 		$360K Buy
10,600
+4,100
+63% +$193K 0.32% 56
2019
Q4 		$332K Hold
6,500
– – 0.24% 73
2019
Q3 		$277K Sell
6,500
-500
-7% -$21.4K 0.23% 75
2019
Q2 		$320K Hold
7,000
– – 0.25% 74
2019
Q1 		$295K Hold
7,000
– – 0.26% 75
2018
Q4 		$278K Buy
7,000
+500
+8% +$21.8K 0.31% 68
2018
Q3 		$303K Hold
6,500
– – 0.27% 80
2018
Q2 		$308K Sell
6,500
-701
-10% -$36.6K 0.3% 76
2018
Q1 		$389K Buy
7,201
+1
+0% +$55 0.4% 61
2017
Q4 		$378K Buy
+7,200
New +$364K 0.38% 71

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

Congress Park Capital's MS Position: Q2 2026 in Review

Congress Park Capital reduced its Morgan Stanley (MS) stake by 5.7% in Q2 2026, selling an estimated $43.2K and leaving 3,595 shares worth $751K. The position accounts for 0.2% of the portfolio, ranked #74.

Congress Park Capital first reported a position in MS in Q4 2017 and has held it in 27 quarters since. The position peaked at $886K in Q4 2023. 984 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Congress Park Capital held 3,595 shares of Morgan Stanley worth $751K as of Q2 2026.
  • Congress Park Capital sold 218 Morgan Stanley shares in Q2 2026, an estimated $43.2K.
  • Morgan Stanley made up 0.2% of Congress Park Capital's portfolio in Q2 2026, its #74 holding.
  • Congress Park Capital first reported a position in Morgan Stanley in Q4 2017 and has held it in 27 quarters since.
  • Congress Park Capital's Morgan Stanley position peaked at $886K in Q4 2023.
  • 984 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.