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Mount Yale Investment Advisors’s TPG TPG Stock Holding History

Mount Yale Investment 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 		$370K Buy
+9,127
New +$384K 0.01% 899
2026
Q1 		– Sell
-5,300
Closed -$338K – 1129
2025
Q4 		$338K Buy
+5,300
New +$313K 0.02% 561

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Temasek Holdings
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mount Yale Investment Advisors's TPG Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in TPG (TPG) in Q2 2026: 9,127 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in TPG as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in TPG in Q4 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • Mount Yale Investment Advisors held 9,127 shares of TPG worth $370K as of Q2 2026.
  • TPG was a new Mount Yale Investment Advisors position in Q2 2026.
  • TPG made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #899 holding.
  • Mount Yale Investment Advisors first reported a position in TPG in Q4 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held TPG as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.