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Congress Wealth Management’s Evolv Technologies EVLV Stock Holding History

Congress Wealth Management’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$78.7K Buy
12,614
+2,014
+19% +$9.32K ﹤0.01% 1165
2025
Q1 		$33.1K Buy
+10,600
New +$37.2K ﹤0.01% 1059

Other funds holding EVLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $78.6M AUM 55.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

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

Congress Wealth Management increased its Evolv Technologies (EVLV) stake by 19% in Q2 2025, buying an estimated $9.32K and bringing the position to 12,614 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Congress Wealth Management first reported a position in EVLV in Q1 2025 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold EVLV as of Q2 2025.

  • Congress Wealth Management held 12,614 shares of Evolv Technologies worth $78.7K as of Q2 2025.
  • Congress Wealth Management bought 2,014 Evolv Technologies shares in Q2 2025, an estimated $9.32K.
  • Evolv Technologies made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1165 holding.
  • Congress Wealth Management first reported a position in Evolv Technologies in Q1 2025 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2025.

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