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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return