Congress Wealth Management
EQT icon

Congress Wealth Management’s EQT Corp EQT Stock Holding History

Congress Wealth Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$619K Buy
10,613
+571
+6% +$30.8K 0.01% 856
2025
Q1 		$539K Buy
+10,042
New +$513K 0.01% 799

Other funds holding EQT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Congress Wealth Management increased its EQT Corp (EQT) stake by 5.7% in Q2 2025, buying an estimated $30.8K and bringing the position to 10,613 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #856.

Congress Wealth Management first reported a position in EQT in Q1 2025 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold EQT as of Q2 2025.

  • Congress Wealth Management held 10,613 shares of EQT Corp worth $619K as of Q2 2025.
  • Congress Wealth Management bought 571 EQT Corp shares in Q2 2025, an estimated $30.8K.
  • EQT Corp made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #856 holding.
  • Congress Wealth Management first reported a position in EQT Corp in Q1 2025 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held EQT Corp as of Q2 2025.

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