Curated Wealth Partners’s Touchstone Large Company Growth ETF TLG Stock Holding History

Curated Wealth Partners’s Portfolio TLG Stock Details TLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.2M	Sell	401,512 -134,684	-25%	-$3.66M	0.92%	14
2026 Q2	$14.2M	Sell	536,196 -153,115	-22%	-$4.06M	1.64%	8
2026 Q1	$16.1M	Buy	+689,311	New	+$16.4M	2.03%	7

Other funds holding TLG

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Curated Wealth Partners's TLG Position: Q3 2026 in Review

Curated Wealth Partners reduced its Touchstone Large Company Growth ETF (TLG) stake by 25% in Q3 2026, selling an estimated $3.66M and leaving 401,512 shares worth $11.2M. The position accounts for 0.92% of the portfolio, ranked #14.

Curated Wealth Partners first reported a position in TLG in Q1 2026 and has held it in 3 quarters since. The position peaked at $16.1M in Q1 2026. 3 funds tracked by Wall St. Rank hold TLG as of Q3 2026.

Curated Wealth Partners held 401,512 shares of Touchstone Large Company Growth ETF worth $11.2M as of Q3 2026.
Curated Wealth Partners sold 134,684 Touchstone Large Company Growth ETF shares in Q3 2026, an estimated $3.66M.
Touchstone Large Company Growth ETF made up 0.92% of Curated Wealth Partners's portfolio in Q3 2026, its #14 holding.
Curated Wealth Partners first reported a position in Touchstone Large Company Growth ETF in Q1 2026 and has held it in 3 quarters since.
Curated Wealth Partners's Touchstone Large Company Growth ETF position peaked at $16.1M in Q1 2026.
3 funds tracked by Wall St. Rank held Touchstone Large Company Growth ETF as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.