TCV Trust & Wealth Management 13F Holdings & Latest Moves
Latest 13F moves (filed Oct 16, 2026): 5 new positions, 8 added, 22 reduced, 5 sold out. Largest change by value: reduced $AVGO ($70.54M held).
- New positions
- 5
- Added / reduced
- 8 / 22
- Sold out
- 5
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $SPIB | Added | +61.05K (+3.76%) | 1.69M | $54.42M | — | ||||
| $ABT | Added | +3.28K (+2.61%) | 129K | $12.75M | — | ||||
| $XLV | Added | +1.63K (+2.92%) | 57.49K | $9.68M | — | ||||
| $XOM | New | +32.52K | 32.52K | $5.29M | Read | ||||
| $ETN | Added | +5.35K (+334.02%) | 6.95K | $2.99M | — |
Biggest reduced and exited positions
New positions in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $SPIB | Added | +61.05K (+3.76%) | 1.69M | $54.42M | — | ||||
| $ABT | Added | +3.28K (+2.61%) | 129K | $12.75M | — | ||||
| $XLV | Added | +1.63K (+2.92%) | 57.49K | $9.68M | — | ||||
| $ETN | Added | +5.35K (+334.02%) | 6.95K | $2.99M | — | ||||
| $SYK | Added | +5.03K (+107.48%) | 9.71K | $2.68M | — | ||||
| $VUG | Added | +18.31K (+308.27%) | 24.25K | $2.19M | — | ||||
| $DFAI | Added | +7.09K (+51.77%) | 20.79K | $861.12K | — | ||||
| $CRWD | Added | +2.16K (+286.74%) | 2.92K | $772.01K | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AVGO | Reduced | -5.89K (-2.85%) | 200.85K | $70.54M | — | ||||
| $MSFT | Reduced | -1.33K (-1.16%) | 113.56K | $58.25M | — | ||||
| $AAPL | Reduced | -3.20K (-2.01%) | 156K | $51.95M | — | ||||
| $VO | Reduced | -9.16K (-1.48%) | 610.85K | $47.90M | — | ||||
| $VB | Reduced | -3.68K (-2.19%) | 164.58K | $46.82M | — | ||||
| $SPY | Reduced | -2.95K (-5.62%) | 49.55K | $37.79M | — | ||||
| $GLW | Reduced | -5.06K (-2.69%) | 183.16K | $28.16M | — | ||||
| $CSCO | Reduced | -5.99K (-2.29%) | 255.85K | $27.54M | — | ||||
| $LLY | Reduced | -509 (-2.21%) | 22.57K | $26.11M | — | ||||
| $V | Reduced | -1.53K (-2.34%) | 63.93K | $22.97M | — | ||||
| $XLK | Reduced | -2.67K (-2.44%) | 107K | $20.95M | — | ||||
| $NVDA | Reduced | -1.02K (-1.17%) | 85.87K | $19.61M | — | ||||
| $CB | Reduced | -895 (-1.66%) | 52.97K | $17.23M | — | ||||
| $FAST | Reduced | -5.72K (-1.75%) | 321.67K | $15.93M | — | ||||
| $UNH | Reduced | -2.28K (-5.30%) | 40.73K | $14.95M | — | ||||
| $CSX | Reduced | -5.82K (-1.84%) | 309.68K | $14.40M | — | ||||
| $PG | Reduced | -5.06K (-5.16%) | 93.09K | $13.52M | — | ||||
| $ADP | Reduced | -2.07K (-3.90%) | 51.06K | $13.18M | — | ||||
| $UNP | Reduced | -1.83K (-29.44%) | 4.39K | $1.20M | — | ||||
| $IBM | Reduced | -1.85K (-50.42%) | 1.81K | $399.17K | — | ||||
| $BDX | Reduced | -1.69K (-49.62%) | 1.72K | $307.70K | — | ||||
| $VWO | Reduced | -4.07K (-51.45%) | 3.84K | $227.81K | — |
Sold out positions in the latest 13F
All tracked 13F moves by TCV Trust & Wealth Management
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $VO | Reduced | -9.16K (-1.48%) | 610.85K | $47.90M | — | ||||
| $V | Reduced | -1.53K (-2.34%) | 63.93K | $22.97M | — | ||||
| $VB | Reduced | -3.68K (-2.19%) | 164.58K | $46.82M | — | ||||
| $UNH | Reduced | -2.28K (-5.30%) | 40.73K | $14.95M | — | ||||
| $PG | Reduced | -5.06K (-5.16%) | 93.09K | $13.52M | — | ||||
| $XLK | Reduced | -2.67K (-2.44%) | 107K | $20.95M | — | ||||
| $SPY | Reduced | -2.95K (-5.62%) | 49.55K | $37.79M | — | ||||
| $NVDA | Reduced | -1.02K (-1.17%) | 85.87K | $19.61M | — | ||||
| $MSFT | Reduced | -1.33K (-1.16%) | 113.56K | $58.25M | — | ||||
| $FAST | Reduced | -5.72K (-1.75%) | 321.67K | $15.93M | — | ||||
| $LLY | Reduced | -509 (-2.21%) | 22.57K | $26.11M | — | ||||
| $CSX | Reduced | -5.82K (-1.84%) | 309.68K | $14.40M | — | ||||
| $GLW | Reduced | -5.06K (-2.69%) | 183.16K | $28.16M | — | ||||
| $CSCO | Reduced | -5.99K (-2.29%) | 255.85K | $27.54M | — | ||||
| $CB | Reduced | -895 (-1.66%) | 52.97K | $17.23M | — | ||||
| $AVGO | Reduced | -5.89K (-2.85%) | 200.85K | $70.54M | — | ||||
| $ADP | Reduced | -2.07K (-3.90%) | 51.06K | $13.18M | — | ||||
| $AAPL | Reduced | -3.20K (-2.01%) | 156K | $51.95M | — | ||||
| $MET | New | +2.49K | 2.49K | $234.55K | Read | ||||
| $HONA | New | +1.61K | 1.61K | $249.50K | Read | ||||
| $XOM | New | +32.52K | 32.52K | $5.29M | Read | ||||
| $CTVA | New | +3.32K | 3.32K | $257.64K | Read | ||||
| $CME | New | +937 | 937 | $245.47K | Read | ||||
| $VWO | Reduced | -4.07K (-51.45%) | 3.84K | $227.81K | — | ||||
| $UNP | Reduced | -1.83K (-29.44%) | 4.39K | $1.20M | — | ||||
| $PWR | Sold out | -330 | — | — | Read | ||||
| $MS | Sold out | -1.12K | — | — | Read | ||||
| $MKC | Sold out | -4.78K | — | — | Read | ||||
| $IBM | Reduced | -1.85K (-50.42%) | 1.81K | $399.17K | — | ||||
| $CVS | Sold out | -5.78K | — | — | Read | ||||
| $CMI | Sold out | -330 | — | — | Read | ||||
| $BDX | Reduced | -1.69K (-49.62%) | 1.72K | $307.70K | — | ||||
| $VUG | Added | +18.31K (+308.27%) | 24.25K | $2.19M | — | ||||
| $SYK | Added | +5.03K (+107.48%) | 9.71K | $2.68M | — | ||||
| $XLV | Added | +1.63K (+2.92%) | 57.49K | $9.68M | — | ||||
| $SPIB | Added | +61.05K (+3.76%) | 1.69M | $54.42M | — | ||||
| $ETN | Added | +5.35K (+334.02%) | 6.95K | $2.99M | — | ||||
| $DFAI | Added | +7.09K (+51.77%) | 20.79K | $861.12K | — | ||||
| $CRWD | Added | +2.16K (+286.74%) | 2.92K | $772.01K | — | ||||
| $ABT | Added | +3.28K (+2.61%) | 129K | $12.75M | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks TCV Trust & Wealth Management holds or traded
Frequently asked questions
What did TCV Trust & Wealth Management buy and sell in its latest 13F?
It opened or added to $SPIB, $ABT, $XLV, $XOM and $ETN; it cut or exited $AVGO, $MSFT, $AAPL, $VO and $VB.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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