MCM
TAOX

MAI Capital Management’s Tao Synergies Inc TAOX Stock Holding History

MAI Capital Management’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,742
Closed -$6.41K – 5128
2025
Q4 		$6.41K Hold
1,742
– – ﹤0.01% 3019
2025
Q3 		$11.4K Buy
+1,742
New +$12.6K ﹤0.01% 2685

Other funds holding TAOX

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MAI Capital Management's TAOX Position: Q1 2026 in Review

MAI Capital Management sold out of Tao Synergies Inc (TAOX) in Q1 2026, closing a stake of 1,742 shares — an estimated $6.41K sold.

MAI Capital Management first reported a position in TAOX in Q3 2025 and held it in 2 quarters. The position peaked at $11.4K in Q3 2025. 25 funds tracked by Wall St. Rank hold TAOX as of Q1 2026.

  • MAI Capital Management reported no remaining Tao Synergies Inc position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,742 Tao Synergies Inc shares in Q1 2026, an estimated $6.41K.
  • MAI Capital Management first reported a position in Tao Synergies Inc in Q3 2025 and held it in 2 quarters.
  • MAI Capital Management's Tao Synergies Inc position peaked at $11.4K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.