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
Q2 		$694K Buy
17,113
+6,510
+61% +$274K 0.04% 169
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

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

Strategic Wealth Partners's TPG Position: Q2 2026 in Review

Strategic Wealth Partners increased its TPG (TPG) stake by 61% in Q2 2026, buying an estimated $274K and bringing the position to 17,113 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #169.

Strategic Wealth Partners first reported a position in TPG in Q2 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • Strategic Wealth Partners held 17,113 shares of TPG worth $694K as of Q2 2026.
  • Strategic Wealth Partners bought 6,510 TPG shares in Q2 2026, an estimated $274K.
  • TPG made up 0.04% of Strategic Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Strategic Wealth Partners first reported a position in TPG in Q2 2025 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held TPG as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.