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Morgan Stanley shares owned by Congress Asset Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Congress Asset Management from 13F filings

Historical chart of Congress Asset Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Congress Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Congress Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 10k 158.95
2025-06-30 $1.9M 14k 140.86
2025-03-31 $1.7M 14k 116.67
2024-12-31 $1.8M 15k 125.72