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Congress Wealth Management’s Corpay CPAY Stock Holding History

Congress Wealth Management’s Portfolio CPAY Stock Details CPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,947
Closed -$682K – 1222
2025
Q1 		$682K Buy
1,947
+745
+62% +$269K 0.01% 727
2024
Q4 		$407K Sell
1,202
-14
-1% -$4.92K 0.01% 690
2024
Q3 		$380K Buy
+1,216
New +$357K 0.01% 686

Other funds holding CPAY

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Congress Wealth Management sold out of Corpay (CPAY) in Q2 2025, closing a stake of 1,947 shares — an estimated $682K sold.

Congress Wealth Management first reported a position in CPAY in Q3 2024 and held it in 3 quarters. The position peaked at $682K in Q1 2025. 686 funds tracked by Wall St. Rank hold CPAY as of Q2 2025.

  • Congress Wealth Management reported no remaining Corpay position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,947 Corpay shares in Q2 2025, an estimated $682K.
  • Congress Wealth Management first reported a position in Corpay in Q3 2024 and held it in 3 quarters.
  • Congress Wealth Management's Corpay position peaked at $682K in Q1 2025.
  • 686 funds tracked by Wall St. Rank held Corpay as of Q2 2025.

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