MYIA
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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
Q1 		– Sell
-5,300
Closed -$338K – 1129
2025
Q4 		$338K Buy
+5,300
New +$313K 0.02% 561

Other funds holding TPG

Temasek Holdings
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DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mount Yale Investment Advisors's TPG Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of TPG (TPG) in Q1 2026, closing a stake of 5,300 shares — an estimated $338K sold.

Mount Yale Investment Advisors first reported a position in TPG in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 356 funds tracked by Wall St. Rank hold TPG as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining TPG position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,300 TPG shares in Q1 2026, an estimated $338K.
  • Mount Yale Investment Advisors first reported a position in TPG in Q4 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's TPG position peaked at $338K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held TPG as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.