Congress Wealth Management’s Keysight KEYS Stock Holding History

Congress Wealth Management’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Buy	1,906 +330	+21%	+$50.3K	﹤0.01%	1059
2025 Q1	$236K	Sell	1,576 -1,467	-48%	-$242K	﹤0.01%	999
2024 Q4	$489K	Buy	3,043 +173	+6%	+$27.9K	0.01%	645
2024 Q3	$456K	Sell	2,870 -80,051	-97%	-$11.4M	0.01%	650
2024 Q2	$11.3M	Buy	82,921 +270	+0.3%	+$39.5K	0.18%	158
2024 Q1	$12.9M	Buy	82,651 +695	+0.8%	+$107K	0.22%	136
2023 Q4	$13M	Sell	81,956 -213	-0.3%	-$28.9K	0.24%	122
2023 Q3	$10.9M	Buy	82,169 +268	+0.3%	+$39.7K	0.22%	132
2023 Q2	$13.7M	Sell	81,901 -1,574	-2%	-$244K	0.32%	82
2023 Q1	$13.5M	Sell	83,475 -500	-0.6%	-$84.9K	0.33%	72
2022 Q4	$14.4M	Sell	83,975 -7,492	-8%	-$1.28M	0.37%	62
2022 Q3	$14.4M	Buy	91,467 +983	+1%	+$157K	0.39%	57
2022 Q2	$12.5M	Sell	90,484 -1,126	-1%	-$160K	0.32%	72
2022 Q1	$14.5M	Sell	91,610 -5,007	-5%	-$834K	0.32%	77
2021 Q4	$20M	Buy	+96,617	New	+$18.1M	0.4%	64

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Boston Partners

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Geode Capital Management

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Capital World Investors

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T. Rowe Price Investment Management

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Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return