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Congress Wealth Management’s Tenet Healthcare THC Stock Holding History

Congress Wealth Management’s Portfolio THC Stock Details THC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.71M Buy
9,729
+5,743
+144% +$864K 0.02% 584
2025
Q1 		$536K Buy
3,986
+1
+0% +$132 0.01% 802
2024
Q4 		$503K Sell
3,985
-6,635
-62% -$987K 0.01% 637
2024
Q3 		$1.77M Buy
10,620
+3,985
+60% +$603K 0.02% 444
2024
Q2 		$883K Buy
+6,635
New +$799K 0.01% 449

Other funds holding THC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Congress Wealth Management increased its Tenet Healthcare (THC) stake by 144% in Q2 2025, buying an estimated $864K and bringing the position to 9,729 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #584.

Congress Wealth Management first reported a position in THC in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.77M in Q3 2024. 626 funds tracked by Wall St. Rank hold THC as of Q2 2025.

  • Congress Wealth Management held 9,729 shares of Tenet Healthcare worth $1.71M as of Q2 2025.
  • Congress Wealth Management bought 5,743 Tenet Healthcare shares in Q2 2025, an estimated $864K.
  • Tenet Healthcare made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #584 holding.
  • Congress Wealth Management first reported a position in Tenet Healthcare in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Tenet Healthcare position peaked at $1.77M in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Tenet Healthcare as of Q2 2025.

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