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Congress Wealth Management’s Group 1 Automotive GPI Stock Holding History

Congress Wealth Management’s Portfolio GPI Stock Details GPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$18.8M Buy
43,002
+28,340
+193% +$11.9M 0.18% 135
2025
Q1 		$5.6M Sell
14,662
-112
-0.8% -$49.1K 0.07% 315
2024
Q4 		$6.23M Sell
14,774
-16,553
-53% -$6.55M 0.09% 259
2024
Q3 		$12M Buy
31,327
+12,205
+64% +$4.19M 0.16% 187
2024
Q2 		$5.68M Buy
+19,122
New +$5.66M 0.09% 234

Other funds holding GPI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Congress Wealth Management increased its Group 1 Automotive (GPI) stake by 193% in Q2 2025, buying an estimated $11.9M and bringing the position to 43,002 shares worth $18.8M. The position accounts for 0.18% of the portfolio, ranked #135.

Congress Wealth Management first reported a position in GPI in Q2 2024 and has held it in 5 quarters since. 429 funds tracked by Wall St. Rank hold GPI as of Q2 2025.

  • Congress Wealth Management held 43,002 shares of Group 1 Automotive worth $18.8M as of Q2 2025.
  • Congress Wealth Management bought 28,340 Group 1 Automotive shares in Q2 2025, an estimated $11.9M.
  • Group 1 Automotive made up 0.18% of Congress Wealth Management's portfolio in Q2 2025, its #135 holding.
  • Congress Wealth Management first reported a position in Group 1 Automotive in Q2 2024 and has held it in 5 quarters since.
  • 429 funds tracked by Wall St. Rank held Group 1 Automotive as of Q2 2025.

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