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Congress Wealth Management’s Arhaus ARHS Stock Holding History

Congress Wealth Management’s Portfolio ARHS Stock Details ARHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,525
Closed -$166K – 873
2024
Q3 		$166K Hold
13,525
– – ﹤0.01% 832
2024
Q2 		$229K Buy
+13,525
New +$219K ﹤0.01% 672

Other funds holding ARHS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Congress Wealth Management's ARHS Position: Q4 2024 in Review

Congress Wealth Management sold out of Arhaus (ARHS) in Q4 2024, closing a stake of 13,525 shares — an estimated $166K sold.

Congress Wealth Management first reported a position in ARHS in Q2 2024 and held it in 2 quarters. The position peaked at $229K in Q2 2024. 147 funds tracked by Wall St. Rank hold ARHS as of Q4 2024.

  • Congress Wealth Management reported no remaining Arhaus position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 13,525 Arhaus shares in Q4 2024, an estimated $166K.
  • Congress Wealth Management first reported a position in Arhaus in Q2 2024 and held it in 2 quarters.
  • Congress Wealth Management's Arhaus position peaked at $229K in Q2 2024.
  • 147 funds tracked by Wall St. Rank held Arhaus as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.