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Atria Wealth Solutions’s TKO Group TKO Stock Holding History

Atria Wealth Solutions’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$211K Sell
1,162
-974
-46% -$156K ﹤0.01% 1365
2025
Q1 		$326K Buy
+2,136
New +$326K ﹤0.01% 1426

Other funds holding TKO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's TKO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its TKO Group (TKO) stake by 46% in Q2 2025, selling an estimated $156K and leaving 1,162 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Atria Wealth Solutions first reported a position in TKO in Q1 2025 and has held it in 2 quarters since. The position peaked at $326K in Q1 2025. 583 funds tracked by Wall St. Rank hold TKO as of Q2 2025.

  • Atria Wealth Solutions held 1,162 shares of TKO Group worth $211K as of Q2 2025.
  • Atria Wealth Solutions sold 974 TKO Group shares in Q2 2025, an estimated $156K.
  • TKO Group made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1365 holding.
  • Atria Wealth Solutions first reported a position in TKO Group in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's TKO Group position peaked at $326K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held TKO Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.