CWM
FAST icon

Congress Wealth Management’s Fastenal FAST Stock Holding History

Congress Wealth Management’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.21M Buy
219,388
+212,324
+3,006% +$8.61M 0.09% 265
2025
Q1 		$274K Sell
7,064
-1,504
-18% -$56.4K ﹤0.01% 959
2024
Q4 		$308K Buy
+8,568
New +$334K ﹤0.01% 758
2024
Q2 		– Sell
-6,670
Closed -$257K – 720
2024
Q1 		$257K Buy
+6,670
New +$236K ﹤0.01% 527

Other funds holding FAST

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Congress Wealth Management increased its Fastenal (FAST) stake by 3,006% in Q2 2025, buying an estimated $8.61M and bringing the position to 219,388 shares worth $9.21M. The position accounts for 0.09% of the portfolio, ranked #265.

Congress Wealth Management first reported a position in FAST in Q1 2024 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold FAST as of Q2 2025.

  • Congress Wealth Management held 219,388 shares of Fastenal worth $9.21M as of Q2 2025.
  • Congress Wealth Management bought 212,324 Fastenal shares in Q2 2025, an estimated $8.61M.
  • Fastenal made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #265 holding.
  • Congress Wealth Management first reported a position in Fastenal in Q1 2024 and has held it in 4 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Fastenal as of Q2 2025.

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