True Wealth Design’s Enact Holdings ACT Stock Holding History

True Wealth Design’s Portfolio ACT Stock Details ACT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.5K	Hold	428	–	–	﹤0.01%	855
2026 Q2	$19.6K	Sell	428 -7	-2%	-$299	﹤0.01%	814
2026 Q1	$17.8K	Hold	435	–	–	﹤0.01%	764
2025 Q4	$17.2K	Buy	435 +6	+1%	+$226	0.01%	660
2025 Q3	$16.4K	Sell	429 -87	-17%	-$3.23K	0.01%	674
2025 Q2	$19.2K	Hold	516	–	–	0.01%	392
2025 Q1	$17.9K	Buy	516 +187	+57%	+$6.25K	0.01%	361
2024 Q4	$10.7K	Buy	329 +326	+10,867%	+$11.3K	﹤0.01%	412
2024 Q3	$109	Buy	+3	New	+$102	﹤0.01%	1221

Other funds holding ACT

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design held its Enact Holdings (ACT) position steady in Q3 2026 at 428 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

True Wealth Design first reported a position in ACT in Q3 2024 and has held it in 9 quarters since. The position peaked at $19.6K in Q2 2026. 25 funds tracked by Wall St. Rank hold ACT as of Q3 2026.

True Wealth Design held 428 shares of Enact Holdings worth $18.5K as of Q3 2026.
True Wealth Design left its Enact Holdings share count unchanged in Q3 2026.
Enact Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #855 holding.
True Wealth Design first reported a position in Enact Holdings in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Enact Holdings position peaked at $19.6K in Q2 2026.
25 funds tracked by Wall St. Rank held Enact Holdings as of Q3 2026.

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