True Wealth Design’s a.k.a. Brands AKA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11	Sell	1 -1	-50%	-$10	﹤0.01%	2639
2026 Q1	$21	Hold	2	–	–	﹤0.01%	2637
2025 Q4	$22	Hold	2	–	–	﹤0.01%	2478
2025 Q3	$20	Hold	2	–	–	﹤0.01%	2658
2025 Q2	$21	Hold	2	–	–	﹤0.01%	2504
2025 Q1	$27	Buy	+2	New	+$31	﹤0.01%	2525

Other funds holding AKA

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

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

True Wealth Design reduced its a.k.a. Brands (AKA) stake by 50% in Q2 2026, selling an estimated $10 and leaving 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

True Wealth Design first reported a position in AKA in Q1 2025 and has held it in 6 quarters since. The position peaked at $27 in Q1 2025. 16 funds tracked by Wall St. Rank hold AKA as of Q2 2026.

True Wealth Design held 1 share of a.k.a. Brands worth $11 as of Q2 2026.
True Wealth Design sold 1 a.k.a. Brands share in Q2 2026, an estimated $10.
a.k.a. Brands made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2639 holding.
True Wealth Design first reported a position in a.k.a. Brands in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's a.k.a. Brands position peaked at $27 in Q1 2025.
16 funds tracked by Wall St. Rank held a.k.a. Brands as of Q2 2026.

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