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True Wealth Design’s Bath & Body Works BBWI Stock Holding History

True Wealth Design’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.3K Sell
1,743
-238
-12% -$4.55K 0.01% 569
2026
Q1 		$37K Buy
1,981
+821
+71% +$17.8K 0.01% 485
2025
Q4 		$23.3K Buy
1,160
+599
+107% +$13.2K 0.01% 559
2025
Q3 		$14.5K Buy
561
+364
+185% +$10.8K ﹤0.01% 711
2025
Q2 		$5.9K Sell
197
-2,155
-92% -$63.1K ﹤0.01% 747
2025
Q1 		$71.3K Buy
2,352
+1,136
+93% +$40.2K 0.03% 140
2024
Q4 		$47.1K Buy
1,216
+142
+13% +$4.75K 0.02% 177
2024
Q3 		$34.3K Buy
1,074
+1,054
+5,270% +$35K 0.01% 211
2024
Q2 		$781 Buy
20
+4
+25% +$184 ﹤0.01% 565
2024
Q1 		$801 Buy
16
+7
+78% +$314 ﹤0.01% 515
2023
Q4 		$389 Hold
9
– – ﹤0.01% 541
2023
Q3 		$305 Hold
9
– – ﹤0.01% 555
2023
Q2 		$338 Hold
9
– – ﹤0.01% 554
2023
Q1 		$330 Hold
9
– – ﹤0.01% 627
2022
Q4 		$379 Buy
+9
New +$336 ﹤0.01% 528

Other funds holding BBWI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

True Wealth Design reduced its Bath & Body Works (BBWI) stake by 12% in Q2 2026, selling an estimated $4.55K and leaving 1,743 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #569.

True Wealth Design first reported a position in BBWI in Q4 2022 and has held it in 15 quarters since. The position peaked at $71.3K in Q1 2025. 53 funds tracked by Wall St. Rank hold BBWI as of Q2 2026.

  • True Wealth Design held 1,743 shares of Bath & Body Works worth $40.3K as of Q2 2026.
  • True Wealth Design sold 238 Bath & Body Works shares in Q2 2026, an estimated $4.55K.
  • Bath & Body Works made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #569 holding.
  • True Wealth Design first reported a position in Bath & Body Works in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Bath & Body Works position peaked at $71.3K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Bath & Body Works as of Q2 2026.

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