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Congress Wealth Management’s MSCI MSCI Stock Holding History

Congress Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.21M Buy
10,772
+211
+2% +$117K 0.06% 342
2025
Q1 		$5.97M Buy
+10,561
New +$6.14M 0.07% 299

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Congress Wealth Management increased its MSCI (MSCI) stake by 2% in Q2 2025, buying an estimated $117K and bringing the position to 10,772 shares worth $6.21M. The position accounts for 0.06% of the portfolio, ranked #342.

Congress Wealth Management first reported a position in MSCI in Q1 2025 and has held it in 2 quarters since. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Congress Wealth Management held 10,772 shares of MSCI worth $6.21M as of Q2 2025.
  • Congress Wealth Management bought 211 MSCI shares in Q2 2025, an estimated $117K.
  • MSCI made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #342 holding.
  • Congress Wealth Management first reported a position in MSCI in Q1 2025 and has held it in 2 quarters since.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

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