True Wealth Design
ADEA icon

True Wealth Design’s Adeia ADEA Stock Holding History

True Wealth Design’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.56K Hold
100
– – ﹤0.01% 1589
2026
Q2 		$3.29K Hold
100
– – ﹤0.01% 1500
2026
Q1 		$2.4K Hold
100
– – ﹤0.01% 1466
2025
Q4 		$1.72K Sell
100
-28
-22% -$415 ﹤0.01% 1506
2025
Q3 		$2.15K Buy
128
+4
+3% +$59 ﹤0.01% 1430
2025
Q2 		$1.75K Buy
124
+99
+396% +$1.28K ﹤0.01% 1233
2025
Q1 		$331 Buy
+25
New +$348 ﹤0.01% 1732

Other funds holding ADEA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

True Wealth Design held its Adeia (ADEA) position steady in Q3 2026 at 100 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

True Wealth Design first reported a position in ADEA in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.29K in Q2 2026. 148 funds tracked by Wall St. Rank hold ADEA as of Q3 2026.

  • True Wealth Design held 100 shares of Adeia worth $2.56K as of Q3 2026.
  • True Wealth Design left its Adeia share count unchanged in Q3 2026.
  • Adeia made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1589 holding.
  • True Wealth Design first reported a position in Adeia in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Adeia position peaked at $3.29K in Q2 2026.
  • 148 funds tracked by Wall St. Rank held Adeia as of Q3 2026.

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