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 Q3	–	Sell	-432	Closed	-$597	–	2819
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design sold out of Blaize Holdings (BZAI) in Q3 2026, closing a stake of 432 shares — an estimated $597 sold.

True Wealth Design first reported a position in BZAI in Q1 2026 and held it in 2 quarters. The position peaked at $597 in Q2 2026. 4 funds tracked by Wall St. Rank hold BZAI as of Q3 2026.

True Wealth Design reported no remaining Blaize Holdings position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 432 Blaize Holdings shares in Q3 2026, an estimated $597.
True Wealth Design first reported a position in Blaize Holdings in Q1 2026 and held it in 2 quarters.
True Wealth Design's Blaize Holdings position peaked at $597 in Q2 2026.
4 funds tracked by Wall St. Rank held Blaize Holdings as of Q3 2026.

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