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Congress Wealth Management’s RELX RELX Stock Holding History

Congress Wealth Management’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$582K Buy
10,709
+1,392
+15% +$73.6K 0.01% 870
2025
Q1 		$470K Sell
9,317
-313
-3% -$15.3K 0.01% 831
2024
Q4 		$437K Buy
9,630
+772
+9% +$36.2K 0.01% 668
2024
Q3 		$420K Buy
+8,858
New +$411K 0.01% 662

Other funds holding RELX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Congress Wealth Management increased its RELX (RELX) stake by 15% in Q2 2025, buying an estimated $73.6K and bringing the position to 10,709 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #870.

Congress Wealth Management first reported a position in RELX in Q3 2024 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold RELX as of Q2 2025.

  • Congress Wealth Management held 10,709 shares of RELX worth $582K as of Q2 2025.
  • Congress Wealth Management bought 1,392 RELX shares in Q2 2025, an estimated $73.6K.
  • RELX made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #870 holding.
  • Congress Wealth Management first reported a position in RELX in Q3 2024 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held RELX as of Q2 2025.

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