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Position history for CONGRESS ASSET MANAGEMENT COCONGRESS ASSET MANAGEMENT CO's holdings in PROFESIONALLY MANAGED PORTFO

CONGRESS ASSET MANAGEMENT CO holds 145,093 shares of CSMD (PROFESIONALLY MANAGED PORTFO), worth $4.9M as of 2026-Q3. The position was increased (+34.0% shares). CSMD represents 0.0% of CONGRESS ASSET MANAGEMENT CO's portfolio.

Current Value

$4.9M

Current Shares

145,093

Total Value Change

+$3.7M

Total Shares Change

+104,833

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
145,093
+34.0%
$4.9M0.0%$33.87
35
2026-Q2
Decreased
108,255
-0.9%
$4M0.0%$36.49
0
2026-Q1
Increased
109,277
+33.1%
$3.4M0.0%$30.71
34
2025-Q4
Increased
82,107
+9.2%
$2.6M0.0%$31.62
29
2025-Q3
Increased
75,164
+12.1%
$2.5M0.0%$33.31
29
2025-Q2
New
67,059
-
$2.1M0.0%$31.18
36
2025-Q1
Exited
0
-100.0%
$00.0%$27.66
0
2024-Q4
Increased
55,205
+37.1%
$1.7M0.0%$29.92
34
2024-Q3
Unchanged
40,260
0.0%
$1.2M0.0%$29.80
0

Other major holders of CSMD: MORGAN STANLEY, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC

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