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Bernard Wealth Management’s TKO Group TKO Stock Holding History

Bernard 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
Q2 		$25.8K Sell
128
-10
-7% -$1.95K 0.01% 172
2026
Q1 		$27.8K Hold
138
– – 0.01% 161
2025
Q4 		$28.8K Hold
138
– – 0.01% 162
2025
Q3 		$27.9K Hold
138
– – 0.01% 163
2025
Q2 		$25.1K Buy
138
+10
+8% +$1.61K 0.01% 166
2025
Q1 		$19.6K Hold
128
– – 0.01% 185
2024
Q4 		$18.2K Buy
+128
New +$16.7K 0.01% 185

Other funds holding TKO

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Bernard Wealth Management's TKO Position: Q2 2026 in Review

Bernard Wealth Management reduced its TKO Group (TKO) stake by 7.2% in Q2 2026, selling an estimated $1.95K and leaving 128 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #172.

Bernard Wealth Management first reported a position in TKO in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.8K in Q4 2025. 657 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • Bernard Wealth Management held 128 shares of TKO Group worth $25.8K as of Q2 2026.
  • Bernard Wealth Management sold 10 TKO Group shares in Q2 2026, an estimated $1.95K.
  • TKO Group made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Bernard Wealth Management first reported a position in TKO Group in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's TKO Group position peaked at $28.8K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.