TWD
CAL icon

True Wealth Design’s Caleres CAL Stock Holding History

True Wealth Design’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174 Buy
+14
New +$182 ﹤0.01% 2473
2026
Q1 		– Sell
-9
Closed -$110 – 2717
2025
Q4 		$110 Buy
9
+1
+13% +$12 ﹤0.01% 2321
2025
Q3 		$105 Buy
+8
New +$116 ﹤0.01% 2432
2025
Q2 		– Sell
-27
Closed -$466 – 2612
2025
Q1 		$466 Buy
+27
New +$485 ﹤0.01% 1564

Other funds holding CAL

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

True Wealth Design opened a new position in Caleres (CAL) in Q2 2026: 14 shares worth $174. The stake represents ﹤0.01% of the portfolio and ranks #2473 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CAL as recently as Q4 2025.

True Wealth Design first reported a position in CAL in Q1 2025 and has held it in 4 quarters since. The position peaked at $466 in Q1 2025. 11 funds tracked by Wall St. Rank hold CAL as of Q2 2026.

  • True Wealth Design held 14 shares of Caleres worth $174 as of Q2 2026.
  • Caleres was a new True Wealth Design position in Q2 2026.
  • Caleres made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2473 holding.
  • True Wealth Design first reported a position in Caleres in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Caleres position peaked at $466 in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Caleres as of Q2 2026.

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