True Wealth Design’s AdvanSix ASIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$351	Sell	22 -3	-12%	-$55	﹤0.01%	2227
2026 Q2	$497	Buy	25 +13	+108%	+$293	﹤0.01%	2205
2026 Q1	$293	Buy	12 +5	+71%	+$94	﹤0.01%	2229
2025 Q4	$122	Sell	7 -25	-78%	-$437	﹤0.01%	2303
2025 Q3	$621	Sell	32 -12	-27%	-$252	﹤0.01%	1937
2025 Q2	$1.04K	Buy	+44	New	+$997	﹤0.01%	1443

Other funds holding ASIX

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

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

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

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

True Wealth Design reduced its AdvanSix (ASIX) stake by 12% in Q3 2026, selling an estimated $55 and leaving 22 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

True Wealth Design first reported a position in ASIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.04K in Q2 2025. 32 funds tracked by Wall St. Rank hold ASIX as of Q3 2026.

True Wealth Design held 22 shares of AdvanSix worth $351 as of Q3 2026.
True Wealth Design sold 3 AdvanSix shares in Q3 2026, an estimated $55.
AdvanSix made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2227 holding.
True Wealth Design first reported a position in AdvanSix in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's AdvanSix position peaked at $1.04K in Q2 2025.
32 funds tracked by Wall St. Rank held AdvanSix as of Q3 2026.

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