Congress Wealth Management’s LeMaitre Vascular LMAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.87M	Sell	94,779 -2,483	-3%	-$208K	0.08%	295
2025 Q1	$8.16M	Sell	97,262 -16,826	-15%	-$1.57M	0.1%	241
2024 Q4	$10.5M	Buy	114,088 +4,279	+4%	+$411K	0.14%	192
2024 Q3	$10.2M	Buy	109,809 +4,932	+5%	+$427K	0.14%	207
2024 Q2	$8.63M	Buy	104,877 +5,891	+6%	+$433K	0.14%	192
2024 Q1	$6.57M	Buy	98,986 +21,532	+28%	+$1.33M	0.11%	202
2023 Q4	$4.4M	Sell	77,454 -1,080	-1%	-$56.6K	0.08%	235
2023 Q3	$4.28M	Buy	78,534 +3,812	+5%	+$226K	0.09%	231
2023 Q2	$5.03M	Buy	74,722 +63,078	+542%	+$3.85M	0.12%	190
2023 Q1	$599K	Buy	11,644 +11	+0.1%	+$534	0.01%	394
2022 Q4	$535K	Sell	11,633 -2,919	-20%	-$137K	0.01%	397
2022 Q3	$737K	Buy	14,552 +108	+0.7%	+$5.4K	0.02%	363
2022 Q2	$658K	Buy	14,444 +1,551	+12%	+$69.4K	0.02%	374
2022 Q1	$599K	Buy	12,893 +2,319	+22%	+$104K	0.01%	420
2021 Q4	$531K	Buy	+10,574	New	+$547K	0.01%	457

Other funds holding LMAT

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

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

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return