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CWM
Congress Wealth Management’s
Integer Holdings
ITGR
Stock Holding History
Congress Wealth Management’s Portfolio
ITGR Stock Details
ITGR Fund Activity
Bought
Maintained
Sold
Shares
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
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Viking Global Investors
Stamford, Connecticut
$35.7B AUM
21.3%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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