TWD
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True Wealth Design’s Asbury Automotive ABG Stock Holding History

True Wealth Design’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.05K Buy
+45
New +$8.86K ﹤0.01% 1096
2025
Q4 		– Sell
-3
Closed -$734 – 2558
2025
Q3 		$734 Sell
3
-6
-67% -$1.46K ﹤0.01% 1868
2025
Q2 		$2.15K Sell
9
-1
-10% -$229 ﹤0.01% 1156
2025
Q1 		$2.21K Buy
+10
New +$2.61K ﹤0.01% 974

Other funds holding ABG

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design opened a new position in Asbury Automotive (ABG) in Q2 2026: 45 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ABG as recently as Q3 2025.

True Wealth Design first reported a position in ABG in Q1 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold ABG as of Q2 2026.

  • True Wealth Design held 45 shares of Asbury Automotive worth $9.05K as of Q2 2026.
  • Asbury Automotive was a new True Wealth Design position in Q2 2026.
  • Asbury Automotive made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1096 holding.
  • True Wealth Design first reported a position in Asbury Automotive in Q1 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Asbury Automotive as of Q2 2026.

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