StoneX Group’s Top Wealth Group Holding Ltd TWG Stock Holding History

StoneX Group’s Portfolio TWG Stock Details TWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-192	Closed	-$4.77K	–	996
2024 Q4	$4.77K	Buy	+192	New	+$28.6K	﹤0.01%	824

Other funds holding TWG

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

StoneX Group's TWG Position: Q1 2025 in Review

StoneX Group sold out of Top Wealth Group Holding Ltd (TWG) in Q1 2025, closing a stake of 192 shares — an estimated $4.77K sold.

StoneX Group first reported a position in TWG in Q4 2024 and held it in 1 quarter. The position peaked at $4.77K in Q4 2024. 3 funds tracked by Wall St. Rank hold TWG as of Q1 2025.

StoneX Group reported no remaining Top Wealth Group Holding Ltd position as of Q1 2025 after selling out during the quarter.
StoneX Group sold 192 Top Wealth Group Holding Ltd shares in Q1 2025, an estimated $4.77K.
StoneX Group first reported a position in Top Wealth Group Holding Ltd in Q4 2024 and held it in 1 quarter.
StoneX Group's Top Wealth Group Holding Ltd position peaked at $4.77K in Q4 2024.
3 funds tracked by Wall St. Rank held Top Wealth Group Holding Ltd as of Q1 2025.

Based on StoneX Group's 13F filing for Q1 2025, filed 15 May 2025.