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Sound View Wealth Advisors Group’s TPG TPG Stock Holding History

Sound View Wealth Advisors Group’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$479K Buy
11,830
+204
+2% +$10.5K 0.03% 272
2025
Q4 		$742K Sell
11,626
-138
-1% -$8.15K 0.05% 226
2025
Q3 		$676K Sell
11,764
-582
-5% -$34.4K 0.05% 244
2025
Q2 		$648K Sell
12,346
-6,629
-35% -$318K 0.05% 239
2025
Q1 		$900K Buy
18,975
+2,102
+12% +$122K 0.07% 186
2024
Q4 		$1.06M Buy
+16,873
New +$1.11M 0.09% 170

Other funds holding TPG

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sound View Wealth Advisors Group's TPG Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its TPG (TPG) stake by 1.8% in Q1 2026, buying an estimated $10.5K and bringing the position to 11,830 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #272.

Sound View Wealth Advisors Group first reported a position in TPG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2024. 356 funds tracked by Wall St. Rank hold TPG as of Q1 2026.

  • Sound View Wealth Advisors Group held 11,830 shares of TPG worth $479K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 204 TPG shares in Q1 2026, an estimated $10.5K.
  • TPG made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #272 holding.
  • Sound View Wealth Advisors Group first reported a position in TPG in Q4 2024 and has held it in 6 quarters since.
  • Sound View Wealth Advisors Group's TPG position peaked at $1.06M in Q4 2024.
  • 356 funds tracked by Wall St. Rank held TPG as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.