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One Wealth Management Investment & Advisory Services’s TKO Group TKO Stock Holding History

One Wealth Management Investment & Advisory Services’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
-1,084
Closed -$219K – 58
2026
Q1 		$219K Buy
+1,084
New +$222K 0.26% 48

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Massachusetts Financial Services
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's TKO Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services sold out of TKO Group (TKO) in Q2 2026, closing a stake of 1,084 shares — an estimated $219K sold.

One Wealth Management Investment & Advisory Services first reported a position in TKO in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 308 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • One Wealth Management Investment & Advisory Services reported no remaining TKO Group position as of Q2 2026 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,084 TKO Group shares in Q2 2026, an estimated $219K.
  • One Wealth Management Investment & Advisory Services first reported a position in TKO Group in Q1 2026 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's TKO Group position peaked at $219K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.