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

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 20 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.
20 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.