Congress Wealth Management’s Conagra Brands CAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$769K	Buy	37,586 +1,591	+4%	+$37.3K	0.01%	781
2025 Q1	$960K	Buy	35,995 +18,136	+102%	+$468K	0.01%	642
2024 Q4	$496K	Sell	17,859 -21,204	-54%	-$602K	0.01%	640
2024 Q3	$1.27M	Buy	39,063 +17,970	+85%	+$551K	0.02%	483
2024 Q2	$599K	Buy	+21,093	New	+$634K	0.01%	509

Other funds holding CAG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management increased its Conagra Brands (CAG) stake by 4.4% in Q2 2025, buying an estimated $37.3K and bringing the position to 37,586 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #781.

Congress Wealth Management first reported a position in CAG in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.27M in Q3 2024. 835 funds tracked by Wall St. Rank hold CAG as of Q2 2025.

Congress Wealth Management held 37,586 shares of Conagra Brands worth $769K as of Q2 2025.
Congress Wealth Management bought 1,591 Conagra Brands shares in Q2 2025, an estimated $37.3K.
Conagra Brands made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #781 holding.
Congress Wealth Management first reported a position in Conagra Brands in Q2 2024 and has held it in 5 quarters since.
Congress Wealth Management's Conagra Brands position peaked at $1.27M in Q3 2024.
835 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2025.

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