Congress Wealth Management’s Texas Roadhouse TXRH Stock Holding History

Congress Wealth Management’s Portfolio TXRH Stock Details TXRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.49M	Sell	50,646 -11,472	-18%	-$2.06M	0.09%	256
2025 Q1	$10.4M	Buy	62,118 +60,520	+3,787%	+$10.7M	0.12%	194
2024 Q4	$288K	Hold	1,598	–	–	﹤0.01%	771
2024 Q3	$282K	Hold	1,598	–	–	﹤0.01%	748
2024 Q2	$274K	Sell	1,598 -1,608	-50%	-$262K	﹤0.01%	635
2024 Q1	$495K	Hold	3,206	–	–	0.01%	450
2023 Q4	$392K	Buy	+3,206	New	+$343K	0.01%	497

Other funds holding TXRH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Congress Wealth Management reduced its Texas Roadhouse (TXRH) stake by 18% in Q2 2025, selling an estimated $2.06M and leaving 50,646 shares worth $9.49M. The position accounts for 0.09% of the portfolio, ranked #256.

Congress Wealth Management first reported a position in TXRH in Q4 2023 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2025. 620 funds tracked by Wall St. Rank hold TXRH as of Q2 2025.

Congress Wealth Management held 50,646 shares of Texas Roadhouse worth $9.49M as of Q2 2025.
Congress Wealth Management sold 11,472 Texas Roadhouse shares in Q2 2025, an estimated $2.06M.
Texas Roadhouse made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #256 holding.
Congress Wealth Management first reported a position in Texas Roadhouse in Q4 2023 and has held it in 7 quarters since.
Congress Wealth Management's Texas Roadhouse position peaked at $10.4M in Q1 2025.
620 funds tracked by Wall St. Rank held Texas Roadhouse as of Q2 2025.

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