TWD
AAMI

True Wealth Design’s Acadian Asset Management AAMI Stock Holding History

True Wealth Design’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29K Buy
18
+10
+125% +$697 ﹤0.01% 1885
2026
Q1 		$436 Hold
8
– – ﹤0.01% 2102
2025
Q4 		$376 Sell
8
-19
-70% -$876 ﹤0.01% 2044
2025
Q3 		$1.3K Buy
27
+19
+238% +$847 ﹤0.01% 1657
2025
Q2 		$282 Hold
8
– – ﹤0.01% 1968
2025
Q1 		$207 Buy
+8
New +$201 ﹤0.01% 1939

Other funds holding AAMI

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

True Wealth Design's AAMI Position: Q2 2026 in Review

True Wealth Design increased its Acadian Asset Management (AAMI) stake by 125% in Q2 2026, buying an estimated $697 and bringing the position to 18 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

True Wealth Design first reported a position in AAMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3K in Q3 2025. 303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

  • True Wealth Design held 18 shares of Acadian Asset Management worth $1.29K as of Q2 2026.
  • True Wealth Design bought 10 Acadian Asset Management shares in Q2 2026, an estimated $697.
  • Acadian Asset Management made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1885 holding.
  • True Wealth Design first reported a position in Acadian Asset Management in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Acadian Asset Management position peaked at $1.3K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.