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Smallwood Wealth Investment Management’s TherapeuticsMD TXMD Stock Holding History

Smallwood Wealth Investment Management’s Portfolio TXMD Stock Details TXMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4 Hold
2
– – ﹤0.01% 528
2026
Q1 		$4 Hold
2
– – ﹤0.01% 525
2025
Q4 		$3 Hold
2
– – ﹤0.01% 517
2025
Q3 		$2 Hold
2
– – ﹤0.01% 529
2025
Q2 		$2 Hold
2
– – ﹤0.01% 567
2025
Q1 		$1 Buy
+2
New +$2 ﹤0.01% 504

Other funds holding TXMD

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
FA
Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Smallwood Wealth Investment Management's TXMD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its TherapeuticsMD (TXMD) position steady in Q2 2026 at 2 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Smallwood Wealth Investment Management first reported a position in TXMD in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold TXMD as of Q2 2026.

  • Smallwood Wealth Investment Management held 2 shares of TherapeuticsMD worth $4 as of Q2 2026.
  • Smallwood Wealth Investment Management left its TherapeuticsMD share count unchanged in Q2 2026.
  • TherapeuticsMD made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #528 holding.
  • Smallwood Wealth Investment Management first reported a position in TherapeuticsMD in Q1 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held TherapeuticsMD as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.