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Congress Wealth Management’s Integer Holdings ITGR Stock Holding History

Congress Wealth Management’s Portfolio ITGR Stock Details ITGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.72M Sell
79,012
-1,823
-2% -$218K 0.09% 252
2025
Q1 		$9.54M Buy
80,835
+1,741
+2% +$228K 0.11% 211
2024
Q4 		$10.5M Buy
79,094
+3,964
+5% +$529K 0.14% 194
2024
Q3 		$9.77M Buy
75,130
+1,819
+2% +$223K 0.13% 216
2024
Q2 		$8.49M Buy
73,311
+3,983
+6% +$465K 0.13% 195
2024
Q1 		$8.09M Buy
69,328
+4,873
+8% +$518K 0.14% 187
2023
Q4 		$6.39M Buy
64,455
+5,850
+10% +$503K 0.12% 199
2023
Q3 		$4.6M Buy
58,605
+4,168
+8% +$353K 0.1% 222
2023
Q2 		$4.82M Buy
54,437
+2,251
+4% +$184K 0.11% 194
2023
Q1 		$4.04M Buy
52,186
+9,265
+22% +$679K 0.1% 204
2022
Q4 		$2.94M Sell
42,921
-6,362
-13% -$416K 0.08% 226
2022
Q3 		$3.07M Buy
49,283
+471
+1% +$31.7K 0.08% 228
2022
Q2 		$3.45M Sell
48,812
-771
-2% -$58.9K 0.09% 226
2022
Q1 		$4M Buy
49,583
+15,125
+44% +$1.22M 0.09% 233
2021
Q4 		$2.95M Buy
+34,458
New +$3.01M 0.06% 275

Other funds holding ITGR

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Congress Wealth Management reduced its Integer Holdings (ITGR) stake by 2.3% in Q2 2025, selling an estimated $218K and leaving 79,012 shares worth $9.72M. The position accounts for 0.09% of the portfolio, ranked #252.

Congress Wealth Management first reported a position in ITGR in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.5M in Q4 2024. 355 funds tracked by Wall St. Rank hold ITGR as of Q2 2025.

  • Congress Wealth Management held 79,012 shares of Integer Holdings worth $9.72M as of Q2 2025.
  • Congress Wealth Management sold 1,823 Integer Holdings shares in Q2 2025, an estimated $218K.
  • Integer Holdings made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #252 holding.
  • Congress Wealth Management first reported a position in Integer Holdings in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Integer Holdings position peaked at $10.5M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Integer Holdings as of Q2 2025.

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