Colonial Trust Advisors’s Tao Synergies Inc TAOX Stock Holding History

Colonial Trust Advisors’s Portfolio TAOX Stock Details TAOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-500	Closed	-$1.86K	–	896
2026 Q2	$1.86K	Buy	+500	New	+$2.34K	﹤0.01%	738

Other funds holding TAOX

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Colonial Trust Advisors's TAOX Position: Q3 2026 in Review

Colonial Trust Advisors sold out of Tao Synergies Inc (TAOX) in Q3 2026, closing a stake of 500 shares — an estimated $1.86K sold.

Colonial Trust Advisors first reported a position in TAOX in Q2 2026 and held it in 1 quarter. The position peaked at $1.86K in Q2 2026. 19 funds tracked by Wall St. Rank hold TAOX as of Q3 2026.

Colonial Trust Advisors reported no remaining Tao Synergies Inc position as of Q3 2026 after selling out during the quarter.
Colonial Trust Advisors sold 500 Tao Synergies Inc shares in Q3 2026, an estimated $1.86K.
Colonial Trust Advisors first reported a position in Tao Synergies Inc in Q2 2026 and held it in 1 quarter.
Colonial Trust Advisors's Tao Synergies Inc position peaked at $1.86K in Q2 2026.
19 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.