Sax Wealth Advisors’s TKO Group TKO Stock Holding History

Sax Wealth Advisors’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	$627K	Sell	3,109 -16	-0.5%	-$3.12K	0.03%	296
2026 Q1	$653K	Hold	3,125	–	–	0.03%	248
2025 Q4	$653K	Sell	3,125 -88	-3%	-$17.1K	0.03%	253
2025 Q3	$649K	Buy	3,213 +88	+3%	+$16.1K	0.03%	237
2025 Q2	$569K	Buy	3,125 +1	+0%	+$161	0.03%	236
2025 Q1	$477K	Buy	3,124 +9	+0.3%	+$1.38K	0.03%	228
2024 Q4	$443K	Buy	+3,115	New	+$407K	0.03%	207

Other funds holding TKO

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Sax Wealth Advisors's TKO Position: Q2 2026 in Review

Sax Wealth Advisors reduced its TKO Group (TKO) stake by 0.51% in Q2 2026, selling an estimated $3.12K and leaving 3,109 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #296.

Sax Wealth Advisors first reported a position in TKO in Q4 2024 and has held it in 7 quarters since. The position peaked at $653K in Q1 2026. 109 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

Sax Wealth Advisors held 3,109 shares of TKO Group worth $627K as of Q2 2026.
Sax Wealth Advisors sold 16 TKO Group shares in Q2 2026, an estimated $3.12K.
TKO Group made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #296 holding.
Sax Wealth Advisors first reported a position in TKO Group in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's TKO Group position peaked at $653K in Q1 2026.
109 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.