TWD
AARD

True Wealth Design’s Aardvark Therapeutics AARD Stock Holding History

True Wealth Design’s Portfolio AARD Stock Details AARD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$934 Buy
162
+113
+231% +$528 ﹤0.01% 2004
2026
Q1 		$185 Buy
+49
New +$508 ﹤0.01% 2345

Other funds holding AARD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

True Wealth Design increased its Aardvark Therapeutics (AARD) stake by 231% in Q2 2026, buying an estimated $528 and bringing the position to 162 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

True Wealth Design first reported a position in AARD in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold AARD as of Q2 2026.

  • True Wealth Design held 162 shares of Aardvark Therapeutics worth $934 as of Q2 2026.
  • True Wealth Design bought 113 Aardvark Therapeutics shares in Q2 2026, an estimated $528.
  • Aardvark Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2004 holding.
  • True Wealth Design first reported a position in Aardvark Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Aardvark Therapeutics as of Q2 2026.

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