SPIA
TAOX

Steward Partners Investment Advisory’s Tao Synergies Inc TAOX Stock Holding History

Steward Partners Investment Advisory’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Hold
2,800
– – ﹤0.01% 3716
2026
Q1 		$15.9K Hold
2,800
– – ﹤0.01% 3333
2025
Q4 		$10.3K Sell
2,800
-200
-7% -$1.37K ﹤0.01% 3433
2025
Q3 		$19.6K Hold
3,000
– – ﹤0.01% 3103
2025
Q2 		$23.6K Buy
+3,000
New +$8.55K ﹤0.01% 2842

Other funds holding TAOX

VCM
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Partners Investment Advisory's TAOX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Tao Synergies Inc (TAOX) position steady in Q2 2026 at 2,800 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3716.

Steward Partners Investment Advisory first reported a position in TAOX in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.6K in Q2 2025. 21 funds tracked by Wall St. Rank hold TAOX as of Q2 2026.

  • Steward Partners Investment Advisory held 2,800 shares of Tao Synergies Inc worth $10.4K as of Q2 2026.
  • Steward Partners Investment Advisory left its Tao Synergies Inc share count unchanged in Q2 2026.
  • Tao Synergies Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3716 holding.
  • Steward Partners Investment Advisory first reported a position in Tao Synergies Inc in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Tao Synergies Inc position peaked at $23.6K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.