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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
Q2 		$3.29K Hold
100
– – ﹤0.01% 1500
2026
Q1 		$2.4K Hold
100
– – ﹤0.01% 1466
2025
Q4 		$1.73K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

True Wealth Design held its Adeia (ADEA) position steady in Q2 2026 at 100 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

True Wealth Design first reported a position in ADEA in Q1 2025 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold ADEA as of Q2 2026.

  • True Wealth Design held 100 shares of Adeia worth $3.29K as of Q2 2026.
  • True Wealth Design left its Adeia share count unchanged in Q2 2026.
  • Adeia made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1500 holding.
  • True Wealth Design first reported a position in Adeia in Q1 2025 and has held it in 6 quarters since.
  • 302 funds tracked by Wall St. Rank held Adeia as of Q2 2026.

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