CWM
CNMD icon

Congress Wealth Management’s CONMED CNMD Stock Holding History

Congress Wealth Management’s Portfolio CNMD Stock Details CNMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.4M Buy
26,880
+14,954
+125% +$821K 0.01% 624
2025
Q1 		$720K Buy
11,926
+3,186
+36% +$205K 0.01% 715
2024
Q4 		$598K Sell
8,740
-11,607
-57% -$809K 0.01% 600
2024
Q3 		$1.46M Buy
+20,347
New +$1.44M 0.02% 464
2024
Q1 		– Sell
-43,806
Closed -$4.8M – 589
2023
Q4 		$4.8M Buy
43,806
+3,705
+9% +$383K 0.09% 232
2023
Q3 		$4.04M Buy
40,101
+2,699
+7% +$310K 0.08% 237
2023
Q2 		$5.08M Buy
37,402
+968
+3% +$118K 0.12% 188
2023
Q1 		$3.78M Buy
36,434
+6,806
+23% +$658K 0.09% 211
2022
Q4 		$2.63M Sell
29,628
-2,970
-9% -$246K 0.07% 238
2022
Q3 		$2.61M Buy
32,598
+708
+2% +$66.8K 0.07% 246
2022
Q2 		$3.05M Sell
31,890
-821
-3% -$98.5K 0.08% 239
2022
Q1 		$4.86M Buy
32,711
+1,494
+5% +$209K 0.11% 209
2021
Q4 		$4.43M Buy
+31,217
New +$4.42M 0.09% 240

Other funds holding CNMD

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Congress Wealth Management increased its CONMED (CNMD) stake by 125% in Q2 2025, buying an estimated $821K and bringing the position to 26,880 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #624.

Congress Wealth Management first reported a position in CNMD in Q4 2021 and has held it in 13 quarters since. The position peaked at $5.08M in Q2 2023. 277 funds tracked by Wall St. Rank hold CNMD as of Q2 2025.

  • Congress Wealth Management held 26,880 shares of CONMED worth $1.4M as of Q2 2025.
  • Congress Wealth Management bought 14,954 CONMED shares in Q2 2025, an estimated $821K.
  • CONMED made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #624 holding.
  • Congress Wealth Management first reported a position in CONMED in Q4 2021 and has held it in 13 quarters since.
  • Congress Wealth Management's CONMED position peaked at $5.08M in Q2 2023.
  • 277 funds tracked by Wall St. Rank held CONMED as of Q2 2025.

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