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Steward Partners Investment Advisory’s TPG TPG Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-250
Closed -$16K – 4563
2025
Q4 		$16K Buy
250
+50
+25% +$2.95K ﹤0.01% 3233
2025
Q3 		$11.5K Buy
+200
New +$11.8K ﹤0.01% 3340

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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

Steward Partners Investment Advisory's TPG Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of TPG (TPG) in Q1 2026, closing a stake of 250 shares — an estimated $16K sold.

Steward Partners Investment Advisory first reported a position in TPG in Q3 2025 and held it in 2 quarters. The position peaked at $16K in Q4 2025. 356 funds tracked by Wall St. Rank hold TPG as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining TPG position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 250 TPG shares in Q1 2026, an estimated $16K.
  • Steward Partners Investment Advisory first reported a position in TPG in Q3 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's TPG position peaked at $16K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held TPG as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.