TWD
BORR

True Wealth Design’s Borr Drilling BORR Stock Holding History

True Wealth Design’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$921 Sell
223
-48
-18% -$259 ﹤0.01% 2013
2026
Q1 		$1.56K Hold
271
– – ﹤0.01% 1637
2025
Q4 		$1.09K Hold
271
– – ﹤0.01% 1674
2025
Q3 		$729 Buy
271
+186
+219% +$463 ﹤0.01% 1874
2025
Q2 		$156 Sell
85
-35
-29% -$66 ﹤0.01% 2134
2025
Q1 		$263 Buy
120
+104
+650% +$313 ﹤0.01% 1836
2024
Q4 		$63 Hold
16
– – ﹤0.01% 1302
2024
Q3 		$88 Sell
16
-7
-30% -$43 ﹤0.01% 1237
2024
Q2 		$149 Buy
23
+18
+360% +$109 ﹤0.01% 759
2024
Q1 		$35 Buy
5
+3
+150% +$20 ﹤0.01% 781
2023
Q4 		$15 Hold
2
– – ﹤0.01% 777
2023
Q3 		$15 Buy
2
+1
+100% +$8 ﹤0.01% 770
2023
Q2 		$8 Buy
+1
New +$7 ﹤0.01% 781

Other funds holding BORR

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return