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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
Q3 		$868 Hold
223
– – ﹤0.01% 1967
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

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

True Wealth Design held its Borr Drilling (BORR) position steady in Q3 2026 at 223 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

True Wealth Design first reported a position in BORR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.56K in Q1 2026. 11 funds tracked by Wall St. Rank hold BORR as of Q3 2026.

  • True Wealth Design held 223 shares of Borr Drilling worth $868 as of Q3 2026.
  • True Wealth Design left its Borr Drilling share count unchanged in Q3 2026.
  • Borr Drilling made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1967 holding.
  • True Wealth Design first reported a position in Borr Drilling in Q2 2023 and has held it in 14 quarters since.
  • True Wealth Design's Borr Drilling position peaked at $1.56K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Borr Drilling as of Q3 2026.

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