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Barlow Wealth Partners’s TKO Group TKO Stock Holding History

Barlow Wealth Partners’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
2026
Q2 		$21.4M Sell
110,783
-16,011
-13% -$3.12M 2.31% 22
2026
Q1 		$23.6M Sell
126,794
-4,436
-3% -$907K 2.62% 17
2025
Q4 		$26.2M Buy
131,230
+1,030
+0.8% +$200K 2.83% 14
2025
Q3 		$24.3M Buy
130,200
+3,058
+2% +$559K 2.71% 14
2025
Q2 		$22.6M Buy
127,142
+1,009
+0.8% +$162K 2.7% 14
2025
Q1 		$19.8M Buy
126,133
+1,431
+1% +$219K 2.6% 15
2024
Q4 		$17.9M Buy
124,702
+5,523
+5% +$721K 2.27% 16
2024
Q3 		$15M Buy
119,179
+2,078
+2% +$238K 1.97% 21
2024
Q2 		$12.5M Buy
117,101
+5,808
+5% +$590K 1.74% 25
2024
Q1 		$10.9M Buy
111,293
+4,569
+4% +$380K 1.48% 30
2023
Q4 		$8.71M Buy
+106,724
New +$8.47M 1.24% 38

Other funds holding TKO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return