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

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Fisher Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return