True Wealth Design’s Avis CAR Stock Holding History

True Wealth Design’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$292	–	2689
2026 Q1	$292	Sell	2 -1	-33%	-$114	﹤0.01%	2230
2025 Q4	$385	Sell	3 -1	-25%	-$140	﹤0.01%	2034
2025 Q3	$643	Hold	4	–	–	﹤0.01%	1923
2025 Q2	$677	Buy	4 +1	+33%	+$108	﹤0.01%	1619
2025 Q1	$228	Buy	+3	New	+$241	﹤0.01%	1897
2023 Q4	–	Sell	-1	Closed	-$180	–	786
2023 Q3	$180	Hold	1	–	–	﹤0.01%	660
2023 Q2	$229	Hold	1	–	–	﹤0.01%	628
2023 Q1	$195	Hold	1	–	–	﹤0.01%	739
2022 Q4	$164	Buy	+1	New	+$201	﹤0.01%	691

Other funds holding CAR

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

True Wealth Design sold out of Avis (CAR) in Q2 2026, closing a stake of 2 shares — an estimated $292 sold.

True Wealth Design first reported a position in CAR in Q4 2022 and held it in 9 quarters. The position peaked at $677 in Q2 2025. 302 funds tracked by Wall St. Rank hold CAR as of Q2 2026.

True Wealth Design reported no remaining Avis position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 2 Avis shares in Q2 2026, an estimated $292.
True Wealth Design first reported a position in Avis in Q4 2022 and held it in 9 quarters.
True Wealth Design's Avis position peaked at $677 in Q2 2025.
302 funds tracked by Wall St. Rank held Avis as of Q2 2026.

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