Congress Wealth Management’s Airbnb ABNB Stock Holding History

Congress Wealth Management’s Portfolio ABNB Stock Details ABNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,161	Closed	-$416K	–	1066
2024 Q4	$416K	Buy	+3,161	New	+$426K	0.01%	684
2024 Q3	–	Sell	-2,569	Closed	-$390K	–	838
2024 Q2	$390K	Sell	2,569 -3,495	-58%	-$534K	0.01%	567
2024 Q1	$1M	Buy	6,064 +2,866	+90%	+$434K	0.02%	376
2023 Q4	$436K	Buy	+3,198	New	+$412K	0.01%	485
2023 Q1	–	Sell	-3,292	Closed	-$281K	–	555
2022 Q4	$281K	Buy	3,292 +174	+6%	+$17.6K	0.01%	491
2022 Q3	$327K	Hold	3,118	–	–	0.01%	459
2022 Q2	$277K	Sell	3,118 -81	-3%	-$10.5K	0.01%	490
2022 Q1	$549K	Buy	3,199 +135	+4%	+$21.5K	0.01%	433
2021 Q4	$510K	Buy	+3,064	New	+$540K	0.01%	461

Other funds holding ABNB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return