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Harbor Investment Advisory’s Congress SMid Growth ETF CSMD Stock Holding History

Harbor Investment Advisory’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97.2K Hold
2,665
– – 0.01% 564
2026
Q1 		$81.8K Buy
2,665
+425
+19% +$14K 0.01% 545
2025
Q4 		$70.8K Buy
2,240
+300
+15% +$9.78K 0.01% 582
2025
Q3 		$64.6K Sell
1,940
-50
-3% -$1.62K 0.01% 588
2025
Q2 		$62K Sell
1,990
-150
-7% -$4.37K 0.01% 587
2025
Q1 		$59.2K Sell
2,140
-750
-26% -$22.2K 0.01% 569
2024
Q4 		$86.5K Buy
2,890
+1,528
+112% +$46.6K 0.01% 482
2024
Q3 		$40.7K Buy
+1,362
New +$39.7K ﹤0.01% 631

Other funds holding CSMD

BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Harbor Investment Advisory's CSMD Position: Q2 2026 in Review

Harbor Investment Advisory held its Congress SMid Growth ETF (CSMD) position steady in Q2 2026 at 2,665 shares worth $97.2K. The position accounts for 0.01% of the portfolio, ranked #564.

Harbor Investment Advisory first reported a position in CSMD in Q3 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Harbor Investment Advisory held 2,665 shares of Congress SMid Growth ETF worth $97.2K as of Q2 2026.
  • Harbor Investment Advisory left its Congress SMid Growth ETF share count unchanged in Q2 2026.
  • Congress SMid Growth ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #564 holding.
  • Harbor Investment Advisory first reported a position in Congress SMid Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 6 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.