TWD
ABM icon

True Wealth Design’s ABM Industries ABM Stock Holding History

True Wealth Design’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10K Hold
208
– – ﹤0.01% 1070
2026
Q2 		$9.2K Buy
208
+136
+189% +$5.58K ﹤0.01% 1093
2026
Q1 		$2.77K Buy
+72
New +$3.12K ﹤0.01% 1412
2025
Q4 		– Sell
-3
Closed -$139 – 2559
2025
Q3 		$139 Buy
3
+2
+200% +$95 ﹤0.01% 2382
2025
Q2 		$48 Sell
1
-13
-93% -$628 ﹤0.01% 2385
2025
Q1 		$664 Sell
14
-105
-88% -$5.4K ﹤0.01% 1442
2024
Q4 		$6.09K Hold
119
– – ﹤0.01% 499
2024
Q3 		$6.28K Buy
+119
New +$6.29K ﹤0.01% 511

Other funds holding ABM

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

True Wealth Design's ABM Position: Q3 2026 in Review

True Wealth Design held its ABM Industries (ABM) position steady in Q3 2026 at 208 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

True Wealth Design first reported a position in ABM in Q3 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold ABM as of Q3 2026.

  • True Wealth Design held 208 shares of ABM Industries worth $10K as of Q3 2026.
  • True Wealth Design left its ABM Industries share count unchanged in Q3 2026.
  • ABM Industries made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1070 holding.
  • True Wealth Design first reported a position in ABM Industries in Q3 2024 and has held it in 8 quarters since.
  • 19 funds tracked by Wall St. Rank held ABM Industries as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.