UFPG
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United Financial Planning Group’s TKO Group TKO Stock Holding History

United Financial Planning Group’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
Q2 		$16.9K Hold
84
– – 0.01% 186
2026
Q1 		$16.9K Buy
84
+52
+163% +$10.6K 0.01% 149
2025
Q4 		$6.69K Buy
+32
New +$6.22K ﹤0.01% 245

Other funds holding TKO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

United Financial Planning Group's TKO Position: Q2 2026 in Review

United Financial Planning Group held its TKO Group (TKO) position steady in Q2 2026 at 84 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #186.

United Financial Planning Group first reported a position in TKO in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.9K in Q1 2026. 657 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • United Financial Planning Group held 84 shares of TKO Group worth $16.9K as of Q2 2026.
  • United Financial Planning Group left its TKO Group share count unchanged in Q2 2026.
  • TKO Group made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #186 holding.
  • United Financial Planning Group first reported a position in TKO Group in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's TKO Group position peaked at $16.9K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.