True Wealth Design
AIP icon

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
Q3 		$6.67K Buy
282
+30
+12% +$819 ﹤0.01% 1233
2026
Q2 		$12.2K Buy
252
+79
+46% +$2.53K ﹤0.01% 991
2026
Q1 		$2.84K 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

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design increased its Arteris (AIP) stake by 12% in Q3 2026, buying an estimated $819 and bringing the position to 282 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

True Wealth Design first reported a position in AIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $12.2K in Q2 2026. 21 funds tracked by Wall St. Rank hold AIP as of Q3 2026.

  • True Wealth Design held 282 shares of Arteris worth $6.67K as of Q3 2026.
  • True Wealth Design bought 30 Arteris shares in Q3 2026, an estimated $819.
  • Arteris made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1233 holding.
  • True Wealth Design first reported a position in Arteris in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Arteris position peaked at $12.2K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Arteris as of Q3 2026.

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