Congress Wealth Management’s Leggett & Platt LEG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$842K	Buy	94,403 +44,877	+91%	+$387K	0.01%	756
2025 Q1	$392K	Buy	49,526 +750	+2%	+$7.11K	﹤0.01%	880
2024 Q4	$468K	Sell	48,776 -101,141	-67%	-$1.21M	0.01%	654
2024 Q3	$2.04M	Buy	149,917 +57,977	+63%	+$724K	0.03%	425
2024 Q2	$1.05M	Buy	+91,940	New	+$1.3M	0.02%	417

Other funds holding LEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return