CWM
SKY icon

Congress Wealth Management’s Champion Homes SKY Stock Holding History

Congress Wealth Management’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.03M Sell
96,289
-2,502
-3% -$195K 0.06% 351
2025
Q1 		$9.36M Buy
98,791
+792
+0.8% +$76K 0.11% 217
2024
Q4 		$8.63M Buy
97,999
+4,445
+5% +$430K 0.12% 216
2024
Q3 		$8.87M Buy
93,554
+1,048
+1% +$87.9K 0.12% 227
2024
Q2 		$6.27M Buy
92,506
+3,643
+4% +$273K 0.1% 222
2024
Q1 		$7.55M Buy
88,863
+3,638
+4% +$281K 0.13% 191
2023
Q4 		$6.33M Buy
85,225
+5,792
+7% +$364K 0.12% 201
2023
Q3 		$5.06M Buy
79,433
+3,792
+5% +$255K 0.1% 211
2023
Q2 		$4.95M Buy
75,641
+573
+0.8% +$38.9K 0.11% 192
2023
Q1 		$5.65M Buy
75,068
+4,122
+6% +$266K 0.14% 175
2022
Q4 		$3.65M Sell
70,946
-4,086
-5% -$217K 0.09% 205
2022
Q3 		$3.97M Sell
75,032
-472
-0.6% -$27.5K 0.11% 200
2022
Q2 		$3.58M Sell
75,504
-1,677
-2% -$86.5K 0.09% 219
2022
Q1 		$4.24M Buy
77,181
+196
+0.3% +$13.3K 0.09% 223
2021
Q4 		$6.08M Buy
+76,985
New +$5.56M 0.12% 196

Other funds holding SKY

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return