CWM
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Congress Wealth Management’s TPG TPG Stock Holding History

Congress Wealth Management’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$775K Hold
775,449
– – 0.01% 780
2025
Q1 		$775K Buy
+775,449
New +$45.2M 0.01% 691

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Congress Wealth Management held its TPG (TPG) position steady in Q2 2025 at 775,449 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #780.

Congress Wealth Management first reported a position in TPG in Q1 2025 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold TPG as of Q2 2025.

  • Congress Wealth Management held 775,449 shares of TPG worth $775K as of Q2 2025.
  • Congress Wealth Management left its TPG share count unchanged in Q2 2025.
  • TPG made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #780 holding.
  • Congress Wealth Management first reported a position in TPG in Q1 2025 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held TPG as of Q2 2025.

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