C
TIPT icon

Covestor’s Tiptree Inc TIPT Stock Holding History

Covestor’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Sell
13
-49
-79% -$847 ﹤0.01% 2839
2026
Q1 		$1K Sell
62
-54
-47% -$924 ﹤0.01% 2150
2025
Q4 		$2K Sell
116
-9
-7% -$164 ﹤0.01% 1959
2025
Q3 		$2K Buy
125
+26
+26% +$579 ﹤0.01% 1989
2025
Q2 		$2K Sell
99
-22
-18% -$491 ﹤0.01% 1899
2025
Q1 		$3K Sell
121
-37
-23% -$787 ﹤0.01% 1805
2024
Q4 		$3K Buy
158
+94
+147% +$1.97K ﹤0.01% 1829
2024
Q3 		$1K Buy
64
+23
+56% +$427 ﹤0.01% 2102
2024
Q2 		$1K Buy
+41
New +$686 ﹤0.01% 2130
2023
Q2 		– Sell
-39
Closed -$1K – 2647
2023
Q1 		$1K Sell
39
-107
-73% -$1.63K ﹤0.01% 1901
2022
Q4 		$2K Sell
146
-85
-37% -$1.09K ﹤0.01% 1811
2022
Q3 		$2K Buy
+231
New +$2.63K ﹤0.01% 1744

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Covestor's TIPT Position: Q2 2026 in Review

Covestor reduced its Tiptree Inc (TIPT) stake by 79% in Q2 2026, selling an estimated $847 and leaving 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Covestor first reported a position in TIPT in Q3 2022 and has held it in 12 quarters since. The position peaked at $3K in Q1 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Covestor held 13 shares of Tiptree Inc worth $0 as of Q2 2026.
  • Covestor sold 49 Tiptree Inc shares in Q2 2026, an estimated $847.
  • Tiptree Inc made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2839 holding.
  • Covestor first reported a position in Tiptree Inc in Q3 2022 and has held it in 12 quarters since.
  • Covestor's Tiptree Inc position peaked at $3K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.