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Congress Wealth Management’s FMC FMC Stock Holding History

Congress Wealth Management’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$434K Buy
10,385
+26
+0.3% +$1.03K ﹤0.01% 965
2025
Q1 		$435K Buy
+10,359
New +$460K 0.01% 852

Other funds holding FMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Congress Wealth Management increased its FMC (FMC) stake by 0.25% in Q2 2025, buying an estimated $1.03K and bringing the position to 10,385 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Congress Wealth Management first reported a position in FMC in Q1 2025 and has held it in 2 quarters since. The position peaked at $435K in Q1 2025. 503 funds tracked by Wall St. Rank hold FMC as of Q2 2025.

  • Congress Wealth Management held 10,385 shares of FMC worth $434K as of Q2 2025.
  • Congress Wealth Management bought 26 FMC shares in Q2 2025, an estimated $1.03K.
  • FMC made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #965 holding.
  • Congress Wealth Management first reported a position in FMC in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's FMC position peaked at $435K in Q1 2025.
  • 503 funds tracked by Wall St. Rank held FMC as of Q2 2025.

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