CWM
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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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Congress Wealth Management reduced its Champion Homes (SKY) stake by 2.5% in Q2 2025, selling an estimated $195K and leaving 96,289 shares worth $6.03M. The position accounts for 0.06% of the portfolio, ranked #351.

Congress Wealth Management first reported a position in SKY in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.36M in Q1 2025. 306 funds tracked by Wall St. Rank hold SKY as of Q2 2025.

  • Congress Wealth Management held 96,289 shares of Champion Homes worth $6.03M as of Q2 2025.
  • Congress Wealth Management sold 2,502 Champion Homes shares in Q2 2025, an estimated $195K.
  • Champion Homes made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #351 holding.
  • Congress Wealth Management first reported a position in Champion Homes in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Champion Homes position peaked at $9.36M in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Champion Homes as of Q2 2025.

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