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Bartlett & Co Wealth Management’s TKO Group TKO Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		$16.4K Sell
88
-50
-36% -$10.2K ﹤0.01% 848
2025
Q4 		$28.8K Sell
138
-41
-23% -$7.97K ﹤0.01% 752
2025
Q3 		$36.2K Hold
179
– – ﹤0.01% 724
2025
Q2 		$32.6K Hold
179
– – ﹤0.01% 728
2025
Q1 		$27.4K Buy
+179
New +$27.3K ﹤0.01% 765

Other funds holding TKO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's TKO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its TKO Group (TKO) stake by 36% in Q1 2026, selling an estimated $10.2K and leaving 88 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Bartlett & Co Wealth Management first reported a position in TKO in Q1 2025 and has held it in 5 quarters since. The position peaked at $36.2K in Q3 2025. 640 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Bartlett & Co Wealth Management held 88 shares of TKO Group worth $16.4K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 50 TKO Group shares in Q1 2026, an estimated $10.2K.
  • TKO Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #848 holding.
  • Bartlett & Co Wealth Management first reported a position in TKO Group in Q1 2025 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's TKO Group position peaked at $36.2K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.