True Wealth Design’s Arteris AIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.2K	Buy	252 +79	+46%	+$2.53K	﹤0.01%	991
2026 Q1	$2.85K	Buy	173 +5	+3%	+$79	﹤0.01%	1405
2025 Q4	$2.6K	Buy	168 +143	+572%	+$2.07K	﹤0.01%	1353
2025 Q3	$253	Sell	25 -4	-14%	-$38	﹤0.01%	2242
2025 Q2	$277	Sell	29 -8	-22%	-$59	﹤0.01%	1972
2025 Q1	$256	Buy	+37	New	+$354	﹤0.01%	1852

Other funds holding AIP

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design increased its Arteris (AIP) stake by 46% in Q2 2026, buying an estimated $2.53K and bringing the position to 252 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

True Wealth Design first reported a position in AIP in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

True Wealth Design held 252 shares of Arteris worth $12.2K as of Q2 2026.
True Wealth Design bought 79 Arteris shares in Q2 2026, an estimated $2.53K.
Arteris made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #991 holding.
True Wealth Design first reported a position in Arteris in Q1 2025 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

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