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True Wealth Design’s Astec Industries ASTE Stock Holding History

True Wealth Design’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.58K Buy
64
+61
+2,033% +$2.88K ﹤0.01% 1588
2026
Q2 		$184 Sell
3
-9
-75% -$497 ﹤0.01% 2460
2026
Q1 		$647 Hold
12
– – ﹤0.01% 1954
2025
Q4 		$520 Hold
12
– – ﹤0.01% 1938
2025
Q3 		$578 Hold
12
– – ﹤0.01% 1959
2025
Q2 		$501 Sell
12
-61
-84% -$2.32K ﹤0.01% 1744
2025
Q1 		$2.52K Buy
+73
New +$2.51K ﹤0.01% 927

Other funds holding ASTE

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design increased its Astec Industries (ASTE) stake by 2,033% in Q3 2026, buying an estimated $2.88K and bringing the position to 64 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

True Wealth Design first reported a position in ASTE in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold ASTE as of Q3 2026.

  • True Wealth Design held 64 shares of Astec Industries worth $2.58K as of Q3 2026.
  • True Wealth Design bought 61 Astec Industries shares in Q3 2026, an estimated $2.88K.
  • Astec Industries made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1588 holding.
  • True Wealth Design first reported a position in Astec Industries in Q1 2025 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Astec Industries as of Q3 2026.

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