EverSource Wealth Advisors’s TPG TPG Stock Holding History

EverSource Wealth Advisors’s Portfolio TPG Stock Details TPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.8K	Sell	341 -442	-56%	-$18.6K	﹤0.01%	2700
2026 Q1	$31.7K	Buy	783 +108	+16%	+$5.54K	﹤0.01%	2219
2025 Q4	$43.1K	Buy	675 +649	+2,496%	+$38.3K	﹤0.01%	1848
2025 Q3	$1.49K	Buy	26 +4	+18%	+$236	﹤0.01%	3627
2025 Q2	$1.15K	Sell	22 -43	-66%	-$2.06K	﹤0.01%	3694
2025 Q1	$3.08K	Sell	65 -13	-17%	-$758	﹤0.01%	2720
2024 Q4	$4.9K	Buy	78 +73	+1,460%	+$4.8K	﹤0.01%	2360
2024 Q3	$288	Buy	+5	New	+$246	﹤0.01%	2937
2022 Q2	–	Sell	-2	Closed	–	–	1891
2022 Q1	$0	Buy	+2	New	+$62	﹤0.01%	1844

Other funds holding TPG

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EverSource Wealth Advisors's TPG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TPG (TPG) stake by 56% in Q2 2026, selling an estimated $18.6K and leaving 341 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2700.

EverSource Wealth Advisors first reported a position in TPG in Q1 2022 and has held it in 9 quarters since. The position peaked at $43.1K in Q4 2025. 370 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

EverSource Wealth Advisors held 341 shares of TPG worth $13.8K as of Q2 2026.
EverSource Wealth Advisors sold 442 TPG shares in Q2 2026, an estimated $18.6K.
TPG made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2700 holding.
EverSource Wealth Advisors first reported a position in TPG in Q1 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's TPG position peaked at $43.1K in Q4 2025.
370 funds tracked by Wall St. Rank held TPG as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.