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United Financial Planning Group’s Travel + Leisure Co TNL Stock Holding History

United Financial Planning Group’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-49
Closed -$3.39K – 530
2026
Q1 		$3.39K Buy
49
+43
+717% +$3.1K ﹤0.01% 380
2025
Q4 		$423 Buy
+6
New +$393 ﹤0.01% 413

Other funds holding TNL

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

United Financial Planning Group sold out of Travel + Leisure Co (TNL) in Q2 2026, closing a stake of 49 shares — an estimated $3.39K sold.

United Financial Planning Group first reported a position in TNL in Q4 2025 and held it in 2 quarters. The position peaked at $3.39K in Q1 2026. 476 funds tracked by Wall St. Rank hold TNL as of Q2 2026.

  • United Financial Planning Group reported no remaining Travel + Leisure Co position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 49 Travel + Leisure Co shares in Q2 2026, an estimated $3.39K.
  • United Financial Planning Group first reported a position in Travel + Leisure Co in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's Travel + Leisure Co position peaked at $3.39K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q2 2026.

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