DWM
TIGR

Diversify Wealth Management’s UP Fintech Holding TIGR Stock Holding History

Diversify Wealth Management’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.9K Sell
10,173
-34,668
-77% -$202K ﹤0.01% 1236
2026
Q1 		$292K Sell
44,841
-129,598
-74% -$1.06M 0.01% 969
2025
Q4 		$1.66M Buy
174,439
+10,330
+6% +$98.6K 0.08% 237
2025
Q3 		$1.79M Sell
164,109
-13,597
-8% -$146K 0.1% 191
2025
Q2 		$1.79M Buy
177,706
+40,032
+29% +$335K 0.11% 190
2025
Q1 		$1.13M Buy
137,674
+22,775
+20% +$170K 0.08% 227
2024
Q4 		$662K Buy
+114,899
New +$790K 0.05% 294

Other funds holding TIGR

AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Diversify Wealth Management's TIGR Position: Q2 2026 in Review

Diversify Wealth Management reduced its UP Fintech Holding (TIGR) stake by 77% in Q2 2026, selling an estimated $202K and leaving 10,173 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Diversify Wealth Management first reported a position in TIGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q2 2025. 117 funds tracked by Wall St. Rank hold TIGR as of Q2 2026.

  • Diversify Wealth Management held 10,173 shares of UP Fintech Holding worth $49.9K as of Q2 2026.
  • Diversify Wealth Management sold 34,668 UP Fintech Holding shares in Q2 2026, an estimated $202K.
  • UP Fintech Holding made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1236 holding.
  • Diversify Wealth Management first reported a position in UP Fintech Holding in Q4 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's UP Fintech Holding position peaked at $1.79M in Q2 2025.
  • 117 funds tracked by Wall St. Rank held UP Fintech Holding as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.