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Congress Wealth Management’s Enpro NPO Stock Holding History

Congress Wealth Management’s Portfolio NPO Stock Details NPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.2M Sell
58,509
-1,120
-2% -$191K 0.11% 226
2025
Q1 		$9.65M Buy
59,629
+1,000
+2% +$180K 0.12% 205
2024
Q4 		$10.1M Buy
58,629
+1,368
+2% +$231K 0.14% 198
2024
Q3 		$9.29M Buy
57,261
+450
+0.8% +$70K 0.12% 221
2024
Q2 		$8.27M Sell
56,811
-2,927
-5% -$443K 0.13% 198
2024
Q1 		$10.1M Buy
59,738
+3,203
+6% +$497K 0.17% 168
2023
Q4 		$8.86M Buy
56,535
+3,654
+7% +$473K 0.16% 169
2023
Q3 		$6.41M Buy
52,881
+876
+2% +$115K 0.13% 186
2023
Q2 		$6.94M Buy
52,005
+835
+2% +$88.7K 0.16% 160
2023
Q1 		$5.32M Buy
51,170
+4,689
+10% +$513K 0.13% 183
2022
Q4 		$5.05M Buy
46,481
+19,966
+75% +$2.16M 0.13% 183
2022
Q3 		$2.25M Sell
26,515
-33,292
-56% -$3.03M 0.06% 261
2022
Q2 		$4.9M Sell
59,807
-22,205
-27% -$2.07M 0.13% 187
2022
Q1 		$8.02M Sell
82,012
-684
-0.8% -$72.8K 0.18% 165
2021
Q4 		$9.1M Buy
+82,696
New +$8.3M 0.18% 162

Other funds holding NPO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Congress Wealth Management reduced its Enpro (NPO) stake by 1.9% in Q2 2025, selling an estimated $191K and leaving 58,509 shares worth $11.2M. The position accounts for 0.11% of the portfolio, ranked #226.

Congress Wealth Management first reported a position in NPO in Q4 2021 and has held it in 15 quarters since. 312 funds tracked by Wall St. Rank hold NPO as of Q2 2025.

  • Congress Wealth Management held 58,509 shares of Enpro worth $11.2M as of Q2 2025.
  • Congress Wealth Management sold 1,120 Enpro shares in Q2 2025, an estimated $191K.
  • Enpro made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #226 holding.
  • Congress Wealth Management first reported a position in Enpro in Q4 2021 and has held it in 15 quarters since.
  • 312 funds tracked by Wall St. Rank held Enpro as of Q2 2025.

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