True Wealth Design’s Blend Labs BLND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-244	Closed	-$418	–	2615
2026 Q2	$418	Buy	+244	New	+$389	﹤0.01%	2253
2025 Q4	–	Sell	-36	Closed	-$132	–	2589
2025 Q3	$132	Sell	36 -471	-93%	-$1.69K	﹤0.01%	2400
2025 Q2	$1.67K	Sell	507 -293	-37%	-$993	﹤0.01%	1251
2025 Q1	$2.68K	Buy	800 +750	+1,500%	+$2.73K	﹤0.01%	905
2024 Q4	$211	Sell	50 -281	-85%	-$1.21K	﹤0.01%	1211
2024 Q3	$1.24K	Buy	+331	New	+$1.1K	﹤0.01%	922

Other funds holding BLND

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFA

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design sold out of Blend Labs (BLND) in Q3 2026, closing a stake of 244 shares — an estimated $418 sold.

True Wealth Design first reported a position in BLND in Q3 2024 and held it in 6 quarters. The position peaked at $2.68K in Q1 2025. 8 funds tracked by Wall St. Rank hold BLND as of Q3 2026.

True Wealth Design reported no remaining Blend Labs position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 244 Blend Labs shares in Q3 2026, an estimated $418.
True Wealth Design first reported a position in Blend Labs in Q3 2024 and held it in 6 quarters.
True Wealth Design's Blend Labs position peaked at $2.68K in Q1 2025.
8 funds tracked by Wall St. Rank held Blend Labs as of Q3 2026.

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