STA
TKO icon

Summit Trail Advisors’s TKO Group TKO Stock Holding History

Summit Trail Advisors’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$823K Buy
4,080
+1,683
+70% +$344K 0.01% 1002
2025
Q4 		$501K Sell
2,397
-127
-5% -$24.7K 0.01% 1073
2025
Q3 		$510K Buy
+2,524
New +$461K 0.01% 1079

Other funds holding TKO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Trail Advisors's TKO Position: Q1 2026 in Review

Summit Trail Advisors increased its TKO Group (TKO) stake by 70% in Q1 2026, buying an estimated $344K and bringing the position to 4,080 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #1002.

Summit Trail Advisors first reported a position in TKO in Q3 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Summit Trail Advisors held 4,080 shares of TKO Group worth $823K as of Q1 2026.
  • Summit Trail Advisors bought 1,683 TKO Group shares in Q1 2026, an estimated $344K.
  • TKO Group made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1002 holding.
  • Summit Trail Advisors first reported a position in TKO Group in Q3 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.