TWD
ABX

True Wealth Design’s Abacus Global Management ABX Stock Holding History

True Wealth Design’s Portfolio ABX Stock Details ABX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13K Sell
105
-22
-17% -$201 ﹤0.01% 1935
2026
Q1 		$1K Hold
127
– – ﹤0.01% 1803
2025
Q4 		$1.09K Sell
127
-157
-55% -$1.03K ﹤0.01% 1677
2025
Q3 		$1.63K Buy
+284
New +$1.69K ﹤0.01% 1544

Other funds holding ABX

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

True Wealth Design reduced its Abacus Global Management (ABX) stake by 17% in Q2 2026, selling an estimated $201 and leaving 105 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

True Wealth Design first reported a position in ABX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63K in Q3 2025. 135 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • True Wealth Design held 105 shares of Abacus Global Management worth $1.13K as of Q2 2026.
  • True Wealth Design sold 22 Abacus Global Management shares in Q2 2026, an estimated $201.
  • Abacus Global Management made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1935 holding.
  • True Wealth Design first reported a position in Abacus Global Management in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Abacus Global Management position peaked at $1.63K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

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