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EP Wealth Advisors’s TKO Group TKO Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-1,081
Closed -$218K – 1878
2026
Q1 		$218K Buy
+1,081
New +$221K ﹤0.01% 1365

Other funds holding TKO

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

EP Wealth Advisors's TKO Position: Q2 2026 in Review

EP Wealth Advisors sold out of TKO Group (TKO) in Q2 2026, closing a stake of 1,081 shares — an estimated $218K sold.

EP Wealth Advisors first reported a position in TKO in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 657 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • EP Wealth Advisors reported no remaining TKO Group position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,081 TKO Group shares in Q2 2026, an estimated $218K.
  • EP Wealth Advisors first reported a position in TKO Group in Q1 2026 and held it in 1 quarter.
  • EP Wealth Advisors's TKO Group position peaked at $218K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.