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Sequoia Financial Advisors’s TKO Group TKO Stock Holding History

Sequoia Financial 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
Q1 		$445K Buy
2,207
+31
+1% +$6.34K ﹤0.01% 1335
2025
Q4 		$455K Sell
2,176
-468,842
-100% -$91.1M ﹤0.01% 1330
2025
Q3 		$95.1M Buy
471,018
+729
+0.2% +$133K 0.58% 39
2025
Q2 		$85.6M Buy
470,289
+205
+0% +$32.9K 0.59% 36
2025
Q1 		$71.8M Buy
+470,084
New +$71.8M 0.55% 39
2024
Q4 		– Sell
-469,936
Closed -$58.1M – 1417
2024
Q3 		$58.1M Sell
469,936
-22
-0% -$2.52K 0.62% 32
2024
Q2 		$50.8M Buy
469,958
+33
+0% +$3.35K 0.61% 34
2024
Q1 		$40.6M Buy
469,925
+46
+0% +$3.83K 0.51% 43
2023
Q4 		$38.3M Buy
+469,879
New +$37.3M 0.48% 41

Other funds holding TKO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $43.1B AUM 23.42% 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