True Wealth Design
BBWI icon

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
Q3 		$12.8K Sell
807
-936
-54% -$17.9K ﹤0.01% 978
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

Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

True Wealth Design reduced its Bath & Body Works (BBWI) stake by 54% in Q3 2026, selling an estimated $17.9K and leaving 807 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

True Wealth Design first reported a position in BBWI in Q4 2022 and has held it in 16 quarters since. The position peaked at $71.3K in Q1 2025. 54 funds tracked by Wall St. Rank hold BBWI as of Q3 2026.

  • True Wealth Design held 807 shares of Bath & Body Works worth $12.8K as of Q3 2026.
  • True Wealth Design sold 936 Bath & Body Works shares in Q3 2026, an estimated $17.9K.
  • Bath & Body Works made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #978 holding.
  • True Wealth Design first reported a position in Bath & Body Works in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Bath & Body Works position peaked at $71.3K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Bath & Body Works as of Q3 2026.

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