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Congress Wealth Management’s Valvoline VVV Stock Holding History

Congress Wealth Management’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,419
Closed -$293K – 1218
2025
Q1 		$293K Sell
8,419
-404,329
-98% -$14.8M ﹤0.01% 943
2024
Q4 		$14.9M Sell
412,748
-7,667
-2% -$307K 0.21% 140
2024
Q3 		$17.6M Buy
420,415
+30,579
+8% +$1.3M 0.23% 121
2024
Q2 		$16.8M Buy
389,836
+8,000
+2% +$336K 0.27% 98
2024
Q1 		$17M Buy
381,836
+23,511
+7% +$937K 0.29% 93
2023
Q4 		$13.5M Buy
+358,325
New +$12M 0.25% 116

Other funds holding VVV

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management sold out of Valvoline (VVV) in Q2 2025, closing a stake of 8,419 shares — an estimated $293K sold.

Congress Wealth Management first reported a position in VVV in Q4 2023 and held it in 6 quarters. The position peaked at $17.6M in Q3 2024. 411 funds tracked by Wall St. Rank hold VVV as of Q2 2025.

  • Congress Wealth Management reported no remaining Valvoline position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 8,419 Valvoline shares in Q2 2025, an estimated $293K.
  • Congress Wealth Management first reported a position in Valvoline in Q4 2023 and held it in 6 quarters.
  • Congress Wealth Management's Valvoline position peaked at $17.6M in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Valvoline as of Q2 2025.

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