TWD
BZAI

True Wealth Design’s Blaize Holdings BZAI Stock Holding History

True Wealth Design’s Portfolio BZAI Stock Details BZAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$597 Buy
432
+167
+63% +$294 ﹤0.01% 2142
2026
Q1 		$483 Buy
+265
New +$391 ﹤0.01% 2066

Other funds holding BZAI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its Blaize Holdings (BZAI) stake by 63% in Q2 2026, buying an estimated $294 and bringing the position to 432 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

True Wealth Design first reported a position in BZAI in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold BZAI as of Q2 2026.

  • True Wealth Design held 432 shares of Blaize Holdings worth $597 as of Q2 2026.
  • True Wealth Design bought 167 Blaize Holdings shares in Q2 2026, an estimated $294.
  • Blaize Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2142 holding.
  • True Wealth Design first reported a position in Blaize Holdings in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Blaize Holdings as of Q2 2026.

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