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Congress Wealth Management’s Ingevity NGVT Stock Holding History

Congress Wealth Management’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$523K Buy
12,147
+5,347
+79% +$206K 0.01% 908
2025
Q1 		$269K Sell
6,800
-265
-4% -$11.7K ﹤0.01% 964
2024
Q4 		$288K Sell
7,065
-7,065
-50% -$294K ﹤0.01% 773
2024
Q3 		$551K Buy
14,130
+6,990
+98% +$278K 0.01% 625
2024
Q2 		$312K Buy
+7,140
New +$345K 0.01% 609

Other funds holding NGVT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Congress Wealth Management increased its Ingevity (NGVT) stake by 79% in Q2 2025, buying an estimated $206K and bringing the position to 12,147 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #908.

Congress Wealth Management first reported a position in NGVT in Q2 2024 and has held it in 5 quarters since. The position peaked at $551K in Q3 2024. 269 funds tracked by Wall St. Rank hold NGVT as of Q2 2025.

  • Congress Wealth Management held 12,147 shares of Ingevity worth $523K as of Q2 2025.
  • Congress Wealth Management bought 5,347 Ingevity shares in Q2 2025, an estimated $206K.
  • Ingevity made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #908 holding.
  • Congress Wealth Management first reported a position in Ingevity in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Ingevity position peaked at $551K in Q3 2024.
  • 269 funds tracked by Wall St. Rank held Ingevity as of Q2 2025.

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