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Congress Wealth Management’s Crexendo CXDO Stock Holding History

Congress Wealth Management’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$121K Sell
20,000
-2,000
-9% -$10.4K ﹤0.01% 1158
2025
Q1 		$107K Sell
22,000
-33,000
-60% -$194K ﹤0.01% 1050
2024
Q4 		$288K Buy
55,000
+25,000
+83% +$132K ﹤0.01% 774
2024
Q3 		$139K Hold
30,000
– – ﹤0.01% 834
2024
Q2 		$94.3K Buy
+30,000
New +$117K ﹤0.01% 709

Other funds holding CXDO

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

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

Congress Wealth Management reduced its Crexendo (CXDO) stake by 9.1% in Q2 2025, selling an estimated $10.4K and leaving 20,000 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Congress Wealth Management first reported a position in CXDO in Q2 2024 and has held it in 5 quarters since. The position peaked at $288K in Q4 2024. 81 funds tracked by Wall St. Rank hold CXDO as of Q2 2025.

  • Congress Wealth Management held 20,000 shares of Crexendo worth $121K as of Q2 2025.
  • Congress Wealth Management sold 2,000 Crexendo shares in Q2 2025, an estimated $10.4K.
  • Crexendo made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1158 holding.
  • Congress Wealth Management first reported a position in Crexendo in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Crexendo position peaked at $288K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Crexendo as of Q2 2025.

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