CWM
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Congress Wealth Management’s Morgan Stanley MS Stock Holding History

Congress Wealth 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
2025
Q2 		$4.95M Buy
35,125
+5,609
+19% +$689K 0.05% 386
2025
Q1 		$3.45M Buy
29,516
+2,155
+8% +$278K 0.04% 384
2024
Q4 		$3.44M Sell
27,361
-4,258
-13% -$524K 0.05% 333
2024
Q3 		$3.3M Buy
31,619
+22,293
+239% +$2.25M 0.04% 356
2024
Q2 		$906K Sell
9,326
-7,586
-45% -$722K 0.01% 444
2024
Q1 		$1.59M Sell
16,912
-749
-4% -$66K 0.03% 337
2023
Q4 		$1.65M Buy
17,661
+476
+3% +$38.1K 0.03% 338
2023
Q3 		$1.4M Buy
17,185
+538
+3% +$46.7K 0.03% 338
2023
Q2 		$1.42M Buy
16,647
+103
+0.6% +$8.81K 0.03% 306
2023
Q1 		$1.45M Buy
16,544
+137
+0.8% +$12.8K 0.04% 303
2022
Q4 		$1.39M Sell
16,407
-61
-0.4% -$5.2K 0.04% 303
2022
Q3 		$1.3M Buy
16,468
+5,061
+44% +$427K 0.04% 307
2022
Q2 		$867K Buy
+11,407
New +$934K 0.02% 351
2022
Q1 		– Sell
-7,551
Closed -$741K – 625
2021
Q4 		$741K Buy
+7,551
New +$752K 0.01% 409

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Congress Wealth Management's MS Position: Q2 2025 in Review

Congress Wealth Management increased its Morgan Stanley (MS) stake by 19% in Q2 2025, buying an estimated $689K and bringing the position to 35,125 shares worth $4.95M. The position accounts for 0.05% of the portfolio, ranked #386.

Congress Wealth Management first reported a position in MS in Q4 2021 and has held it in 14 quarters since. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Congress Wealth Management held 35,125 shares of Morgan Stanley worth $4.95M as of Q2 2025.
  • Congress Wealth Management bought 5,609 Morgan Stanley shares in Q2 2025, an estimated $689K.
  • Morgan Stanley made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #386 holding.
  • Congress Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 14 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.