Discipline Wealth Solutions
TKO icon

Discipline Wealth Solutions’s TKO Group TKO Stock Holding History

Discipline Wealth Solutions’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
Q3 		$266K Sell
1,479
-3
-0.2% -$565 0.02% 176
2026
Q2 		$298K Hold
1,482
– – 0.03% 163
2026
Q1 		$299K Buy
1,482
+3
+0.2% +$614 0.03% 151
2025
Q4 		$309K Sell
1,479
-177
-11% -$34.4K 0.06% 136
2025
Q3 		$334K Buy
+1,656
New +$303K 0.09% 120

Other funds holding TKO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Munro Partners
Munro Partners Melbourne, Australia $4.29B AUM 66.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Discipline Wealth Solutions's TKO Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its TKO Group (TKO) stake by 0.2% in Q3 2026, selling an estimated $565 and leaving 1,479 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #176.

Discipline Wealth Solutions first reported a position in TKO in Q3 2025 and has held it in 5 quarters since. The position peaked at $334K in Q3 2025. 411 funds tracked by Wall St. Rank hold TKO as of Q3 2026.

  • Discipline Wealth Solutions held 1,479 shares of TKO Group worth $266K as of Q3 2026.
  • Discipline Wealth Solutions sold 3 TKO Group shares in Q3 2026, an estimated $565.
  • TKO Group made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #176 holding.
  • Discipline Wealth Solutions first reported a position in TKO Group in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's TKO Group position peaked at $334K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held TKO Group as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.