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Blue Bell Private Wealth Management’s TruGolf TRUG Stock Holding History

Blue Bell Private Wealth Management’s Portfolio TRUG Stock Details TRUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4 Hold
3
– – ﹤0.01% 716
2026
Q1 		$14 Hold
3
– – ﹤0.01% 723
2025
Q4 		$25 Hold
3
– – ﹤0.01% 724
2025
Q3 		$83 Hold
3
– – ﹤0.01% 725
2025
Q2 		$194 Hold
3
– – ﹤0.01% 717
2025
Q1 		$598 Buy
+3
New +$699 ﹤0.01% 692

Other funds holding TRUG

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Bell Private Wealth Management's TRUG Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its TruGolf (TRUG) position steady in Q2 2026 at 3 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Blue Bell Private Wealth Management first reported a position in TRUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $598 in Q1 2025. 8 funds tracked by Wall St. Rank hold TRUG as of Q2 2026.

  • Blue Bell Private Wealth Management held 3 shares of TruGolf worth $4 as of Q2 2026.
  • Blue Bell Private Wealth Management left its TruGolf share count unchanged in Q2 2026.
  • TruGolf made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Blue Bell Private Wealth Management first reported a position in TruGolf in Q1 2025 and has held it in 6 quarters since.
  • Blue Bell Private Wealth Management's TruGolf position peaked at $598 in Q1 2025.
  • 8 funds tracked by Wall St. Rank held TruGolf as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.