OF
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Optimize Financial’s TKO Group TKO Stock Holding History

Optimize Financial’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
Q1 		– Sell
-7,748
Closed -$1.62M – 450
2025
Q4 		$1.62M Buy
7,748
+108
+1% +$21K 0.82% 15
2025
Q3 		$1.54M Buy
+7,640
New +$1.4M 0.8% 18

Other funds holding TKO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's TKO Position: Q1 2026 in Review

Optimize Financial sold out of TKO Group (TKO) in Q1 2026, closing a stake of 7,748 shares — an estimated $1.62M sold.

Optimize Financial first reported a position in TKO in Q3 2025 and held it in 2 quarters. The position peaked at $1.62M in Q4 2025. 640 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Optimize Financial reported no remaining TKO Group position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 7,748 TKO Group shares in Q1 2026, an estimated $1.62M.
  • Optimize Financial first reported a position in TKO Group in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's TKO Group position peaked at $1.62M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.