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Congress Wealth Management’s Marti Technologies MRT Stock Holding History

Congress Wealth Management’s Portfolio MRT Stock Details MRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-116,098
Closed -$394K – 1101
2024
Q4 		$394K Buy
+116,098
New +$283K 0.01% 695

Other funds holding MRT

DAM
DLD Asset Management New York $1.51B AUM 5.32% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 50.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
CWA
CJM Wealth Advisers Falls Church, Virginia $381M AUM 26.51% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Congress Wealth Management's MRT Position: Q1 2025 in Review

Congress Wealth Management sold out of Marti Technologies (MRT) in Q1 2025, closing a stake of 116,098 shares — an estimated $394K sold.

Congress Wealth Management first reported a position in MRT in Q4 2024 and held it in 1 quarter. The position peaked at $394K in Q4 2024. 14 funds tracked by Wall St. Rank hold MRT as of Q1 2025.

  • Congress Wealth Management reported no remaining Marti Technologies position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 116,098 Marti Technologies shares in Q1 2025, an estimated $394K.
  • Congress Wealth Management first reported a position in Marti Technologies in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's Marti Technologies position peaked at $394K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Marti Technologies as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.