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Sound Income Strategies’s TKO Group TKO Stock Holding History

Sound Income Strategies’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
-25
Closed -$5.04K – 2213
2026
Q1 		$5.04K Buy
25
+14
+127% +$2.86K ﹤0.01% 1820
2025
Q4 		$2.24K Buy
+11
New +$2.14K ﹤0.01% 2108

Other funds holding TKO

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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Sound Income Strategies's TKO Position: Q2 2026 in Review

Sound Income Strategies sold out of TKO Group (TKO) in Q2 2026, closing a stake of 25 shares — an estimated $5.04K sold.

Sound Income Strategies first reported a position in TKO in Q4 2025 and held it in 2 quarters. The position peaked at $5.04K in Q1 2026. 223 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • Sound Income Strategies reported no remaining TKO Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 25 TKO Group shares in Q2 2026, an estimated $5.04K.
  • Sound Income Strategies first reported a position in TKO Group in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's TKO Group position peaked at $5.04K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.