AAS
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Avantax Advisory Services’s TKO Group TKO Stock Holding History

Avantax Advisory Services’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 		$857K Buy
4,709
+732
+18% +$118K ﹤0.01% 1259
2025
Q1 		$608K Buy
3,977
+197
+5% +$30.1K ﹤0.01% 1381
2024
Q4 		$537K Sell
3,780
-189
-5% -$24.7K ﹤0.01% 1395
2024
Q3 		$491K Sell
3,969
-26
-0.7% -$2.97K ﹤0.01% 1421
2024
Q2 		$431K Buy
+3,995
New +$406K ﹤0.01% 1461

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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $14.3B AUM 3.49% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avantax Advisory Services's TKO Position: Q2 2025 in Review

Avantax Advisory Services increased its TKO Group (TKO) stake by 18% in Q2 2025, buying an estimated $118K and bringing the position to 4,709 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Avantax Advisory Services first reported a position in TKO in Q2 2024 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold TKO as of Q2 2025.

  • Avantax Advisory Services held 4,709 shares of TKO Group worth $857K as of Q2 2025.
  • Avantax Advisory Services bought 732 TKO Group shares in Q2 2025, an estimated $118K.
  • TKO Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1259 holding.
  • Avantax Advisory Services first reported a position in TKO Group in Q2 2024 and has held it in 5 quarters since.
  • 583 funds tracked by Wall St. Rank held TKO Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.