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Congress Wealth Management’s Minerals Technologies MTX Stock Holding History

Congress Wealth Management’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Buy
21,940
+11,224
+105% +$633K 0.01% 663
2025
Q1 		$681K Buy
+10,716
New +$765K 0.01% 728

Other funds holding MTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

Congress Wealth Management increased its Minerals Technologies (MTX) stake by 105% in Q2 2025, buying an estimated $633K and bringing the position to 21,940 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #663.

Congress Wealth Management first reported a position in MTX in Q1 2025 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold MTX as of Q2 2025.

  • Congress Wealth Management held 21,940 shares of Minerals Technologies worth $1.21M as of Q2 2025.
  • Congress Wealth Management bought 11,224 Minerals Technologies shares in Q2 2025, an estimated $633K.
  • Minerals Technologies made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #663 holding.
  • Congress Wealth Management first reported a position in Minerals Technologies in Q1 2025 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2025.

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