True Wealth Design’s AlTi Global ALTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8	Sell	2 -31	-94%	-$107	﹤0.01%	2647
2026 Q1	$120	Hold	33	–	–	﹤0.01%	2433
2025 Q4	$154	Sell	33 -13	-28%	-$54	﹤0.01%	2271
2025 Q3	$164	Sell	46 -22	-32%	-$91	﹤0.01%	2351
2025 Q2	$283	Buy	68 +59	+656%	+$203	﹤0.01%	1965
2025 Q1	$28	Buy	+9	New	+$32	﹤0.01%	2521

Other funds holding ALTI

GFL

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design reduced its AlTi Global (ALTI) stake by 94% in Q2 2026, selling an estimated $107 and leaving 2 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

True Wealth Design first reported a position in ALTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $283 in Q2 2025. 5 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

True Wealth Design held 2 shares of AlTi Global worth $8 as of Q2 2026.
True Wealth Design sold 31 AlTi Global shares in Q2 2026, an estimated $107.
AlTi Global made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2647 holding.
True Wealth Design first reported a position in AlTi Global in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's AlTi Global position peaked at $283 in Q2 2025.
5 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

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