TWM
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Tradition Wealth Management’s TPG TPG Stock Holding History

Tradition Wealth Management’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
2025
Q2 		– Sell
-4,995
Closed -$237K – 473
2025
Q1 		$237K Buy
4,995
+790
+19% +$46K 0.02% 381
2024
Q4 		$264K Buy
+4,205
New +$276K 0.02% 343

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Tradition Wealth Management's TPG Position: Q2 2025 in Review

Tradition Wealth Management sold out of TPG (TPG) in Q2 2025, closing a stake of 4,995 shares — an estimated $237K sold.

Tradition Wealth Management first reported a position in TPG in Q4 2024 and held it in 2 quarters. The position peaked at $264K in Q4 2024. 272 funds tracked by Wall St. Rank hold TPG as of Q2 2025.

  • Tradition Wealth Management reported no remaining TPG position as of Q2 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 4,995 TPG shares in Q2 2025, an estimated $237K.
  • Tradition Wealth Management first reported a position in TPG in Q4 2024 and held it in 2 quarters.
  • Tradition Wealth Management's TPG position peaked at $264K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held TPG as of Q2 2025.

Based on Tradition Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.