CWM
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Congress Wealth Management’s Trip.com Group TCOM Stock Holding History

Congress Wealth Management’s Portfolio TCOM Stock Details TCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$497K Sell
8,470
-150
-2% -$9.01K ﹤0.01% 928
2025
Q1 		$548K Buy
8,620
+3,617
+72% +$237K 0.01% 790
2024
Q4 		$344K Sell
5,003
-302
-6% -$20K ﹤0.01% 734
2024
Q3 		$315K Sell
5,305
-252
-5% -$11.7K ﹤0.01% 718
2024
Q2 		$261K Sell
5,557
-59
-1% -$3K ﹤0.01% 647
2024
Q1 		$246K Buy
+5,616
New +$228K ﹤0.01% 543

Other funds holding TCOM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return