CWM
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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 $5.7T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return