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True Wealth Design’s Bowman Consulting BWMN Stock Holding History

True Wealth Design’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8
Closed -$228 – 2688
2026
Q1 		$228 Hold
8
– – ﹤0.01% 2304
2025
Q4 		$265 Hold
8
– – ﹤0.01% 2155
2025
Q3 		$339 Hold
8
– – ﹤0.01% 2135
2025
Q2 		$230 Hold
8
– – ﹤0.01% 2028
2025
Q1 		$175 Buy
+8
New +$186 ﹤0.01% 2008

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

True Wealth Design sold out of Bowman Consulting (BWMN) in Q2 2026, closing a stake of 8 shares — an estimated $228 sold.

True Wealth Design first reported a position in BWMN in Q1 2025 and held it in 5 quarters. The position peaked at $339 in Q3 2025. 135 funds tracked by Wall St. Rank hold BWMN as of Q2 2026.

  • True Wealth Design reported no remaining Bowman Consulting position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 8 Bowman Consulting shares in Q2 2026, an estimated $228.
  • True Wealth Design first reported a position in Bowman Consulting in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Bowman Consulting position peaked at $339 in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2026.

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