Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, initiated a new position in The Vita Coco Company, Inc. (NASDAQ:COCO) during Q2 2026, according to…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, reduced its position in ACI Worldwide, Inc. (NASDAQ:ACIW) during Q2 2026, according to its most…
Read moreFiling Details RVW Wealth, LLC, a registered investment adviser, initiated a new position in WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) during Q2 2026, according…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in AeroVironment, Inc. (NASDAQ:AVAV) by 26.3% during Q2 2026, according to its…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Merit Medical Systems, Inc. (NASDAQ:MMSI) by 15.1% during Q2 2026,…
Read moreFiling Details TT International Asset Management LTD, a registered investment adviser, increased its position in Eldorado Gold Corporation (NYSE:EGO) by 35.1% during Q2 2026,…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in CSW Industrials, Inc. (NYSE:CSW) by 19.1% during Q2 2026, according to its…
Read moreFiling Details Evanson Financial, LLC, a registered investment adviser, initiated a new position in Dimensional World ex U.S. Core Equity 2 ETF (AMEX:DFAX) during Q2 2026,…
Read moreFiling Details PensionDanmark Pensionsforsikringsaktieselskab, a registered investment adviser, reduced its position in Mastercard Incorporated (NYSE:MA) during Q2 2026, according…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Balchem Corporation (NASDAQ:BCPC) by 12.7% during Q2 2026, according to its…
Read moreFiling Details PensionDanmark Pensionsforsikringsaktieselskab, a registered investment adviser, increased its position in KLA Corporation (NASDAQ:KLAC) by 1001.1% during Q2 2026,…
Read moreFiling Details PensionDanmark Pensionsforsikringsaktieselskab, a registered investment adviser, increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 15.6% during Q2…
Read moreFiling Details CANANDAIGUA NATIONAL BANK & TRUST CO, a registered investment adviser, initiated a new position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) during Q2 2026,…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, initiated a new position in Archrock, Inc. (NYSE:AROC) during Q2 2026, according to its most recent…
Read moreFiling Details INSPIRION WEALTH ADVISORS, LLC, a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q2 2026, according to its…
Read moreFiling Details TT International Asset Management LTD, a registered investment adviser, initiated a new position in Onto Innovation Inc. (NYSE:ONTO) during Q2 2026, according to…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in LeMaitre Vascular, Inc. (NASDAQ:LMAT) by 15.5% during Q2 2026, according to…
Read moreFiling Details 55 North Private Wealth, LLC, a registered investment adviser, initiated a new position in Dimensional US Core Equity Market ETF (AMEX:DFAU) during Q2 2026,…
Read moreFiling Details CONGRESS ASSET MANAGEMENT CO, a registered investment adviser, increased its position in Federal Signal Corporation (NYSE:FSS) by 13.0% during Q2 2026, according to…
Read moreFiling Details NerdWallet Wealth Partners, LLC, a registered investment adviser, increased its position in iShares Core S&P 500 ETF (AMEX:IVV) by 11.6% during Q2 2026, according…
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