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Root Financial Partners’s TKO Group TKO Stock Holding History

Root Financial Partners’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
-61
Closed -$12.3K – 2922
2026
Q1 		$12.3K Sell
61
-16
-21% -$3.27K ﹤0.01% 1576
2025
Q4 		$16.1K Buy
77
+8
+12% +$1.55K ﹤0.01% 1282
2025
Q3 		$13.9K Buy
+69
New +$12.6K ﹤0.01% 1291

Other funds holding TKO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Root Financial Partners's TKO Position: Q2 2026 in Review

Root Financial Partners sold out of TKO Group (TKO) in Q2 2026, closing a stake of 61 shares — an estimated $12.3K sold.

Root Financial Partners first reported a position in TKO in Q3 2025 and held it in 3 quarters. The position peaked at $16.1K in Q4 2025. 657 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • Root Financial Partners reported no remaining TKO Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 61 TKO Group shares in Q2 2026, an estimated $12.3K.
  • Root Financial Partners first reported a position in TKO Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's TKO Group position peaked at $16.1K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.