SWP
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Strategic Wealth Partners’s TPG TPG Stock Holding History

Strategic Wealth Partners’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 		$430K Buy
10,603
+350
+3% +$18K 0.03% 210
2025
Q4 		$655K Hold
10,253
– – 0.04% 183
2025
Q3 		$589K Buy
10,253
+253
+3% +$14.9K 0.04% 206
2025
Q2 		$525K Buy
+10,000
New +$480K 0.04% 204

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

Strategic Wealth Partners's TPG Position: Q1 2026 in Review

Strategic Wealth Partners increased its TPG (TPG) stake by 3.4% in Q1 2026, buying an estimated $18K and bringing the position to 10,603 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #210.

Strategic Wealth Partners first reported a position in TPG in Q2 2025 and has held it in 4 quarters since. The position peaked at $655K in Q4 2025. 356 funds tracked by Wall St. Rank hold TPG as of Q1 2026.

  • Strategic Wealth Partners held 10,603 shares of TPG worth $430K as of Q1 2026.
  • Strategic Wealth Partners bought 350 TPG shares in Q1 2026, an estimated $18K.
  • TPG made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #210 holding.
  • Strategic Wealth Partners first reported a position in TPG in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's TPG position peaked at $655K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held TPG as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.