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Congress Wealth Management’s Labcorp LH Stock Holding History

Congress Wealth Management’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.53M Buy
5,833
+3,834
+192% +$934K 0.01% 607
2025
Q1 		$467K Buy
1,999
+779
+64% +$189K 0.01% 833
2024
Q4 		$280K Sell
1,220
-3,212
-72% -$737K ﹤0.01% 779
2024
Q3 		$990K Buy
4,432
+125
+3% +$27.5K 0.01% 522
2024
Q2 		$877K Buy
+4,307
New +$876K 0.01% 452

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Congress Wealth Management increased its Labcorp (LH) stake by 192% in Q2 2025, buying an estimated $934K and bringing the position to 5,833 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #607.

Congress Wealth Management first reported a position in LH in Q2 2024 and has held it in 5 quarters since. 973 funds tracked by Wall St. Rank hold LH as of Q2 2025.

  • Congress Wealth Management held 5,833 shares of Labcorp worth $1.53M as of Q2 2025.
  • Congress Wealth Management bought 3,834 Labcorp shares in Q2 2025, an estimated $934K.
  • Labcorp made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #607 holding.
  • Congress Wealth Management first reported a position in Labcorp in Q2 2024 and has held it in 5 quarters since.
  • 973 funds tracked by Wall St. Rank held Labcorp as of Q2 2025.

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