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Congress Wealth Management’s Cabot Corp CBT Stock Holding History

Congress Wealth Management’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$227K Sell
3,025
-2,976
-50% -$228K ﹤0.01% 1124
2025
Q1 		$502K Buy
+6,001
New +$517K 0.01% 813

Other funds holding CBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Congress Wealth Management reduced its Cabot Corp (CBT) stake by 50% in Q2 2025, selling an estimated $228K and leaving 3,025 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Congress Wealth Management first reported a position in CBT in Q1 2025 and has held it in 2 quarters since. The position peaked at $502K in Q1 2025. 380 funds tracked by Wall St. Rank hold CBT as of Q2 2025.

  • Congress Wealth Management held 3,025 shares of Cabot Corp worth $227K as of Q2 2025.
  • Congress Wealth Management sold 2,976 Cabot Corp shares in Q2 2025, an estimated $228K.
  • Cabot Corp made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1124 holding.
  • Congress Wealth Management first reported a position in Cabot Corp in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Cabot Corp position peaked at $502K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Cabot Corp as of Q2 2025.

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