180 Wealth Advisors’s Templeton Dragon Fund TDF Stock Holding History

180 Wealth Advisors’s Portfolio TDF Stock Details TDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59M	Buy	329,251 +16,590	+5%	+$183K	0.36%	69
2026 Q1	$3.32M	Buy	312,661 +15,084	+5%	+$172K	0.38%	67
2025 Q4	$3.35M	Buy	297,577 +37,445	+14%	+$426K	0.38%	62
2025 Q3	$3.03M	Buy	260,132 +14,040	+6%	+$151K	0.37%	66
2025 Q2	$2.46M	Buy	246,092 +25,059	+11%	+$238K	0.34%	75
2025 Q1	$2.14M	Buy	221,033 +46,509	+27%	+$427K	0.34%	77
2024 Q4	$1.48M	Buy	174,524 +71,032	+69%	+$630K	0.23%	99
2024 Q3	$948K	Buy	103,492 +70,138	+210%	+$555K	0.15%	142
2024 Q2	$271K	Buy	+33,354	New	+$274K	0.04%	340

Other funds holding TDF

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

180 Wealth Advisors's TDF Position: Q2 2026 in Review

180 Wealth Advisors increased its Templeton Dragon Fund (TDF) stake by 5.3% in Q2 2026, buying an estimated $183K and bringing the position to 329,251 shares worth $3.59M. The position accounts for 0.36% of the portfolio, ranked #69.

180 Wealth Advisors first reported a position in TDF in Q2 2024 and has held it in 9 quarters since. 2 funds tracked by Wall St. Rank hold TDF as of Q2 2026.

180 Wealth Advisors held 329,251 shares of Templeton Dragon Fund worth $3.59M as of Q2 2026.
180 Wealth Advisors bought 16,590 Templeton Dragon Fund shares in Q2 2026, an estimated $183K.
Templeton Dragon Fund made up 0.36% of 180 Wealth Advisors's portfolio in Q2 2026, its #69 holding.
180 Wealth Advisors first reported a position in Templeton Dragon Fund in Q2 2024 and has held it in 9 quarters since.
2 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.