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Congress Wealth Management’s Church & Dwight Co CHD Stock Holding History

Congress Wealth Management’s Portfolio CHD Stock Details CHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
11,582
+141
+1% +$13.9K 0.01% 678
2025
Q1 		$1.24M Sell
11,441
-118,728
-91% -$12.7M 0.01% 581
2024
Q4 		$13.6M Sell
130,169
-3,401
-3% -$359K 0.19% 158
2024
Q3 		$14M Sell
133,570
-386
-0.3% -$39.6K 0.19% 162
2024
Q2 		$13.9M Buy
133,956
+364
+0.3% +$38.5K 0.22% 132
2024
Q1 		$13.9M Buy
133,592
+838
+0.6% +$83.8K 0.24% 123
2023
Q4 		$12.6M Buy
132,754
+1,787
+1% +$164K 0.23% 129
2023
Q3 		$12M Buy
130,967
+1,907
+1% +$183K 0.25% 115
2023
Q2 		$12.9M Sell
129,060
-1,221
-0.9% -$115K 0.3% 93
2023
Q1 		$11.5M Buy
130,281
+4,876
+4% +$407K 0.28% 105
2022
Q4 		$10.1M Sell
125,405
-1,362
-1% -$105K 0.26% 121
2022
Q3 		$9.05M Sell
126,767
-59
-0% -$5.09K 0.24% 124
2022
Q2 		$11.8M Sell
126,826
-6,187
-5% -$584K 0.3% 83
2022
Q1 		$13.2M Buy
133,013
+4,332
+3% +$432K 0.29% 93
2021
Q4 		$13.2M Buy
+128,681
New +$11.7M 0.26% 104

Other funds holding CHD

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management increased its Church & Dwight Co (CHD) stake by 1.2% in Q2 2025, buying an estimated $13.9K and bringing the position to 11,582 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #678.

Congress Wealth Management first reported a position in CHD in Q4 2021 and has held it in 15 quarters since. The position peaked at $14M in Q3 2024. 1,047 funds tracked by Wall St. Rank hold CHD as of Q2 2025.

  • Congress Wealth Management held 11,582 shares of Church & Dwight Co worth $1.11M as of Q2 2025.
  • Congress Wealth Management bought 141 Church & Dwight Co shares in Q2 2025, an estimated $13.9K.
  • Church & Dwight Co made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #678 holding.
  • Congress Wealth Management first reported a position in Church & Dwight Co in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Church & Dwight Co position peaked at $14M in Q3 2024.
  • 1,047 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2025.

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