TWD
ASC icon

True Wealth Design’s Ardmore Shipping ASC Stock Holding History

True Wealth Design’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.79K Hold
364
– – ﹤0.01% 1225
2026
Q2 		$5.1K Hold
364
– – ﹤0.01% 1324
2026
Q1 		$5.55K Hold
364
– – ﹤0.01% 1170
2025
Q4 		$3.85K Sell
364
-7
-2% -$83 ﹤0.01% 1198
2025
Q3 		$4.4K Buy
371
+172
+86% +$1.93K ﹤0.01% 1127
2025
Q2 		$1.91K Buy
+199
New +$1.92K ﹤0.01% 1200
2024
Q4 		– Sell
-16
Closed -$290 – 1366
2024
Q3 		$290 Buy
+16
New +$309 ﹤0.01% 1164

Other funds holding ASC

TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design held its Ardmore Shipping (ASC) position steady in Q3 2026 at 364 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

True Wealth Design first reported a position in ASC in Q3 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold ASC as of Q3 2026.

  • True Wealth Design held 364 shares of Ardmore Shipping worth $6.79K as of Q3 2026.
  • True Wealth Design left its Ardmore Shipping share count unchanged in Q3 2026.
  • Ardmore Shipping made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1225 holding.
  • True Wealth Design first reported a position in Ardmore Shipping in Q3 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Ardmore Shipping as of Q3 2026.

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