Congress Wealth Management’s Qualys QLYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$657K	Buy	4,602 +1,609	+54%	+$213K	0.01%	833
2025 Q1	$377K	Sell	2,993 -85,337	-97%	-$11.5M	﹤0.01%	891
2024 Q4	$12.4M	Sell	88,330 -2,307	-3%	-$321K	0.17%	172
2024 Q3	$11.6M	Sell	90,637 -42,382	-32%	-$5.59M	0.16%	192
2024 Q2	$19M	Buy	133,019 +2,826	+2%	+$430K	0.3%	85
2024 Q1	$21.7M	Sell	130,193 -7,152	-5%	-$1.26M	0.38%	62
2023 Q4	$27M	Buy	137,345 +2,097	+2%	+$367K	0.5%	46
2023 Q3	$20.6M	Buy	135,248 +2,523	+2%	+$363K	0.43%	50
2023 Q2	$17.1M	Sell	132,725 -390	-0.3%	-$48K	0.4%	58
2023 Q1	$17.3M	Buy	133,115 +4,986	+4%	+$584K	0.42%	51
2022 Q4	$14.4M	Sell	128,129 -3,301	-3%	-$412K	0.37%	60
2022 Q3	$18.3M	Buy	131,430 +1,340	+1%	+$189K	0.49%	43
2022 Q2	$16.4M	Sell	130,090 -3,192	-2%	-$418K	0.42%	57
2022 Q1	$19M	Buy	133,282 +3,898	+3%	+$498K	0.41%	58
2021 Q4	$17.8M	Buy	+129,384	New	+$16.5M	0.35%	71

Other funds holding QLYS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

First Trust Advisors

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return