CWM
JHG

Congress Wealth Management’s Janus Henderson JHG Stock Holding History

Congress Wealth Management’s Portfolio JHG Stock Details JHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$457K Buy
11,772
+5,999
+104% +$211K ﹤0.01% 954
2025
Q1 		$209K Buy
5,773
+512
+10% +$21.1K ﹤0.01% 1027
2024
Q4 		$224K Sell
5,261
-5,261
-50% -$223K ﹤0.01% 827
2024
Q3 		$401K Buy
+10,522
New +$380K 0.01% 674

Other funds holding JHG

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Congress Wealth Management increased its Janus Henderson (JHG) stake by 104% in Q2 2025, buying an estimated $211K and bringing the position to 11,772 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Congress Wealth Management first reported a position in JHG in Q3 2024 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold JHG as of Q2 2025.

  • Congress Wealth Management held 11,772 shares of Janus Henderson worth $457K as of Q2 2025.
  • Congress Wealth Management bought 5,999 Janus Henderson shares in Q2 2025, an estimated $211K.
  • Janus Henderson made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #954 holding.
  • Congress Wealth Management first reported a position in Janus Henderson in Q3 2024 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2025.

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