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Williams & Novak’s Taboola.com TBLA Stock Holding History

Williams & Novak’s Portfolio TBLA Stock Details TBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.7K Sell
17,740
-1,600
-8% -$6.99K 0.06% 127
2026
Q1 		$62.5K Buy
19,340
+4,451
+30% +$15.9K 0.05% 127
2025
Q4 		$68.6K Buy
+14,889
New +$56K 0.05% 129

Other funds holding TBLA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Williams & Novak's TBLA Position: Q2 2026 in Review

Williams & Novak reduced its Taboola.com (TBLA) stake by 8.3% in Q2 2026, selling an estimated $6.99K and leaving 17,740 shares worth $88.7K. The position accounts for 0.06% of the portfolio, ranked #127.

Williams & Novak first reported a position in TBLA in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold TBLA as of Q2 2026.

  • Williams & Novak held 17,740 shares of Taboola.com worth $88.7K as of Q2 2026.
  • Williams & Novak sold 1,600 Taboola.com shares in Q2 2026, an estimated $6.99K.
  • Taboola.com made up 0.06% of Williams & Novak's portfolio in Q2 2026, its #127 holding.
  • Williams & Novak first reported a position in Taboola.com in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Taboola.com as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.