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True Wealth Design’s Carter Bankshares CARE Stock Holding History

True Wealth Design’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99K Buy
88
+33
+60% +$893 ﹤0.01% 1539
2026
Q1 		$1.28K Buy
55
+1
+2% +$21 ﹤0.01% 1712
2025
Q4 		$1.06K Hold
54
– – ﹤0.01% 1684
2025
Q3 		$1.05K Hold
54
– – ﹤0.01% 1727
2025
Q2 		$937 Buy
+54
New +$855 ﹤0.01% 1495

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

True Wealth Design increased its Carter Bankshares (CARE) stake by 60% in Q2 2026, buying an estimated $893 and bringing the position to 88 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

True Wealth Design first reported a position in CARE in Q2 2025 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • True Wealth Design held 88 shares of Carter Bankshares worth $2.99K as of Q2 2026.
  • True Wealth Design bought 33 Carter Bankshares shares in Q2 2026, an estimated $893.
  • Carter Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1539 holding.
  • True Wealth Design first reported a position in Carter Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

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