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BBY icon

True Wealth Design’s Best Buy BBY Stock Holding History

True Wealth Design’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67K Sell
883
-670
-43% -$44.5K 0.02% 380
2026
Q1 		$99.7K Sell
1,553
-495
-24% -$32.5K 0.03% 217
2025
Q4 		$137K Buy
2,048
+289
+16% +$22K 0.04% 129
2025
Q3 		$133K Buy
1,759
+1,120
+175% +$80.3K 0.04% 117
2025
Q2 		$42.9K Buy
639
+566
+775% +$38.5K 0.02% 223
2025
Q1 		$5.37K Sell
73
-476
-87% -$39.2K ﹤0.01% 664
2024
Q4 		$47.1K Sell
549
-274
-33% -$25K 0.02% 178
2024
Q3 		$85K Sell
823
-9,861
-92% -$888K 0.03% 72
2024
Q2 		$901K Buy
10,684
+11
+0.1% +$873 0.22% 49
2024
Q1 		$876K Buy
10,673
+217
+2% +$16.5K 0.22% 63
2023
Q4 		$818K Buy
10,456
+763
+8% +$53.7K 0.23% 64
2023
Q3 		$673K Buy
9,693
+278
+3% +$21.5K 0.23% 91
2023
Q2 		$772K Buy
9,415
+375
+4% +$28K 0.28% 70
2023
Q1 		$708K Buy
9,040
+267
+3% +$22K 0.3% 94
2022
Q4 		$704K Buy
+8,773
New +$646K 0.33% 87

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

True Wealth Design reduced its Best Buy (BBY) stake by 43% in Q2 2026, selling an estimated $44.5K and leaving 883 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #380.

True Wealth Design first reported a position in BBY in Q4 2022 and has held it in 15 quarters since. The position peaked at $901K in Q2 2024. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • True Wealth Design held 883 shares of Best Buy worth $67K as of Q2 2026.
  • True Wealth Design sold 670 Best Buy shares in Q2 2026, an estimated $44.5K.
  • Best Buy made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #380 holding.
  • True Wealth Design first reported a position in Best Buy in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Best Buy position peaked at $901K in Q2 2024.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

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