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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
Q2 		$479K Sell
11,815
-15
-0.1% -$631 0.03% 292
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sound View Wealth Advisors Group's TPG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its TPG (TPG) stake by 0.13% in Q2 2026, selling an estimated $631 and leaving 11,815 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #292.

Sound View Wealth Advisors Group first reported a position in TPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 371 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • Sound View Wealth Advisors Group held 11,815 shares of TPG worth $479K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 15 TPG shares in Q2 2026, an estimated $631.
  • TPG made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #292 holding.
  • Sound View Wealth Advisors Group first reported a position in TPG in Q4 2024 and has held it in 7 quarters since.
  • Sound View Wealth Advisors Group's TPG position peaked at $1.06M in Q4 2024.
  • 371 funds tracked by Wall St. Rank held TPG as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.