Abound Wealth Management’s TripAdvisor TRIP Stock Holding History

Abound Wealth Management’s Portfolio TRIP Stock Details TRIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124	Hold	9	–	–	﹤0.01%	1243
2026 Q1	$96	Hold	9	–	–	﹤0.01%	1425
2025 Q4	$132	Hold	9	–	–	﹤0.01%	1328
2025 Q3	$147	Hold	9	–	–	﹤0.01%	1232
2025 Q2	$118	Hold	9	–	–	﹤0.01%	1214
2025 Q1	$128	Sell	9 -5	-36%	-$78	﹤0.01%	1167
2024 Q4	$207	Hold	14	–	–	﹤0.01%	1054
2024 Q3	$203	Sell	14 -1	-7%	-$16	﹤0.01%	1155
2024 Q2	$268	Hold	15	–	–	﹤0.01%	1021
2024 Q1	$417	Hold	15	–	–	﹤0.01%	970
2023 Q4	$323	Buy	+15	New	+$263	﹤0.01%	1125

Other funds holding TRIP

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return