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Profesionally Managed Portfo shares owned by Morgan Stanley

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.8M 251k 31.18
2024-12-31 $60k 2.0k 29.92
2024-09-30 $60k 2.0k 29.91

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Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Morgan Stanley
Integrated Wealth Concepts
Congress Asset Management
Gibbs Wealth Management
Clarendon Private
Stifel Financial
Portside Wealth Group
Rockefeller Capital Management
Skopos Labs

View all funds holding Profesionally Managed Portfo