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True Wealth Design’s Acacia Research ACTG Stock Holding History

True Wealth Design’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229 Buy
49
+47
+2,350% +$226 ﹤0.01% 2416
2026
Q1 		$10 Hold
2
– – ﹤0.01% 2667
2025
Q4 		$8 Buy
+2
New +$7 ﹤0.01% 2529

Other funds holding ACTG

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
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

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

True Wealth Design increased its Acacia Research (ACTG) stake by 2,350% in Q2 2026, buying an estimated $226 and bringing the position to 49 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

True Wealth Design first reported a position in ACTG in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold ACTG as of Q2 2026.

  • True Wealth Design held 49 shares of Acacia Research worth $229 as of Q2 2026.
  • True Wealth Design bought 47 Acacia Research shares in Q2 2026, an estimated $226.
  • Acacia Research made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2416 holding.
  • True Wealth Design first reported a position in Acacia Research in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Acacia Research as of Q2 2026.

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