CWM
F icon

Congress Wealth Management’s Ford F Stock Holding History

Congress Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$730K Buy
67,256
+6,224
+10% +$63.4K 0.01% 803
2025
Q1 		$615K Buy
+61,032
New +$596K 0.01% 756
2024
Q4 		– Sell
-16,405
Closed -$173K – 886
2024
Q3 		$173K Sell
16,405
-673
-4% -$7.7K ﹤0.01% 831
2024
Q2 		$214K Sell
17,078
-1,769
-9% -$21.9K ﹤0.01% 693
2024
Q1 		$250K Sell
18,847
-403
-2% -$4.88K ﹤0.01% 537
2023
Q4 		$235K Buy
+19,250
New +$214K ﹤0.01% 569
2023
Q1 		– Sell
-10,110
Closed -$118K – 562
2022
Q4 		$118K Buy
+10,110
New +$130K ﹤0.01% 550

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return