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 Q3	–	Sell	-2	Closed	-$8	–	2597
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 $186M AUM 45.65% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design sold out of AlTi Global (ALTI) in Q3 2026, closing a stake of 2 shares — an estimated $8 sold.

True Wealth Design first reported a position in ALTI in Q1 2025 and held it in 6 quarters. The position peaked at $283 in Q2 2025. 5 funds tracked by Wall St. Rank hold ALTI as of Q3 2026.

True Wealth Design reported no remaining AlTi Global position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 2 AlTi Global shares in Q3 2026, an estimated $8.
True Wealth Design first reported a position in AlTi Global in Q1 2025 and held it in 6 quarters.
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 Q3 2026.

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