CWM
TKO icon

Congress Wealth Management’s TKO Group TKO Stock Holding History

Congress 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
2025
Q2 		$13.2M Buy
+72,406
New +$11.6M 0.13% 188

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 $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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's TKO Position: Q2 2025 in Review

Congress Wealth Management opened a new position in TKO Group (TKO) in Q2 2025: 72,406 shares worth $13.2M. The stake represents 0.13% of the portfolio and ranks #188 among its holdings.

583 funds tracked by Wall St. Rank hold TKO as of Q2 2025.

  • Congress Wealth Management held 72,406 shares of TKO Group worth $13.2M as of Q2 2025.
  • TKO Group was a new Congress Wealth Management position in Q2 2025.
  • TKO Group made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #188 holding.
  • 583 funds tracked by Wall St. Rank held TKO Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.