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Accredited Wealth Management’s Turning Point Brands TPB Stock Holding History

Accredited Wealth Management’s Portfolio TPB Stock Details TPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.42K Sell
14
-61
-81% -$5.52K 0.01% 289
2025
Q2 		$5.69K Hold
75
– – ﹤0.01% 308
2025
Q1 		$4.46K Hold
75
– – ﹤0.01% 305
2024
Q4 		$4.51K Buy
+75
New +$4K ﹤0.01% 299

Other funds holding TPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Accredited Wealth Management's TPB Position: Q3 2025 in Review

Accredited Wealth Management reduced its Turning Point Brands (TPB) stake by 81% in Q3 2025, selling an estimated $5.52K and leaving 14 shares worth $7.42K. The position accounts for 0.01% of the portfolio, ranked #289.

Accredited Wealth Management first reported a position in TPB in Q4 2024 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold TPB as of Q3 2025.

  • Accredited Wealth Management held 14 shares of Turning Point Brands worth $7.42K as of Q3 2025.
  • Accredited Wealth Management sold 61 Turning Point Brands shares in Q3 2025, an estimated $5.52K.
  • Turning Point Brands made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #289 holding.
  • Accredited Wealth Management first reported a position in Turning Point Brands in Q4 2024 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Turning Point Brands as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.