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Shakespeare Wealth Management’s TG Therapeutics TGTX Stock Holding History

Shakespeare Wealth Management’s Portfolio TGTX Stock Details TGTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$406K Buy
7,390
+75
+1% +$3.07K 0.11% 55
2026
Q1 		$243K Hold
7,315
– – 0.06% 87
2025
Q4 		$218K Sell
7,315
-55
-0.7% -$1.8K 0.05% 99
2025
Q3 		$266K Sell
7,370
-28
-0.4% -$922 0.06% 88
2025
Q2 		$266K Hold
7,398
– – 0.07% 83
2025
Q1 		$292K Hold
7,398
– – 0.08% 79
2024
Q4 		$223K Buy
+7,398
New +$212K 0.06% 93

Other funds holding TGTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Shakespeare Wealth Management's TGTX Position: Q2 2026 in Review

Shakespeare Wealth Management increased its TG Therapeutics (TGTX) stake by 1% in Q2 2026, buying an estimated $3.07K and bringing the position to 7,390 shares worth $406K. The position accounts for 0.11% of the portfolio, ranked #55.

Shakespeare Wealth Management first reported a position in TGTX in Q4 2024 and has held it in 7 quarters since. 428 funds tracked by Wall St. Rank hold TGTX as of Q2 2026.

  • Shakespeare Wealth Management held 7,390 shares of TG Therapeutics worth $406K as of Q2 2026.
  • Shakespeare Wealth Management bought 75 TG Therapeutics shares in Q2 2026, an estimated $3.07K.
  • TG Therapeutics made up 0.11% of Shakespeare Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Shakespeare Wealth Management first reported a position in TG Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 428 funds tracked by Wall St. Rank held TG Therapeutics as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.