CWM
LEG

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Congress Wealth Management increased its Leggett & Platt (LEG) stake by 91% in Q2 2025, buying an estimated $387K and bringing the position to 94,403 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #756.

Congress Wealth Management first reported a position in LEG in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2024. 337 funds tracked by Wall St. Rank hold LEG as of Q2 2025.

  • Congress Wealth Management held 94,403 shares of Leggett & Platt worth $842K as of Q2 2025.
  • Congress Wealth Management bought 44,877 Leggett & Platt shares in Q2 2025, an estimated $387K.
  • Leggett & Platt made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #756 holding.
  • Congress Wealth Management first reported a position in Leggett & Platt in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Leggett & Platt position peaked at $2.04M in Q3 2024.
  • 337 funds tracked by Wall St. Rank held Leggett & Platt as of Q2 2025.

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