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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
Q3 		$113 Sell
26
-23
-47% -$104 ﹤0.01% 2429
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

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design reduced its Acacia Research (ACTG) stake by 47% in Q3 2026, selling an estimated $104 and leaving 26 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

True Wealth Design first reported a position in ACTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $229 in Q2 2026. 13 funds tracked by Wall St. Rank hold ACTG as of Q3 2026.

  • True Wealth Design held 26 shares of Acacia Research worth $113 as of Q3 2026.
  • True Wealth Design sold 23 Acacia Research shares in Q3 2026, an estimated $104.
  • Acacia Research made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2429 holding.
  • True Wealth Design first reported a position in Acacia Research in Q4 2025 and has held it in 4 quarters since.
  • True Wealth Design's Acacia Research position peaked at $229 in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Acacia Research as of Q3 2026.

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