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Congress Wealth Management’s Iridium Communications IRDM Stock Holding History

Congress Wealth Management’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,100
Closed -$438K – 1093
2024
Q4 		$438K Buy
+15,100
New +$449K 0.01% 667

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Vanguard Group
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SHCM
Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Congress Wealth Management's IRDM Position: Q1 2025 in Review

Congress Wealth Management sold out of Iridium Communications (IRDM) in Q1 2025, closing a stake of 15,100 shares — an estimated $438K sold.

Congress Wealth Management first reported a position in IRDM in Q4 2024 and held it in 1 quarter. The position peaked at $438K in Q4 2024. 351 funds tracked by Wall St. Rank hold IRDM as of Q1 2025.

  • Congress Wealth Management reported no remaining Iridium Communications position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 15,100 Iridium Communications shares in Q1 2025, an estimated $438K.
  • Congress Wealth Management first reported a position in Iridium Communications in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's Iridium Communications position peaked at $438K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.