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True Wealth Design’s Cabot Corp CBT Stock Holding History

True Wealth Design’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$539 Hold
7
– – ﹤0.01% 2110
2026
Q2 		$636 Hold
7
– – ﹤0.01% 2119
2026
Q1 		$528 Hold
7
– – ﹤0.01% 2029
2025
Q4 		$464 Sell
7
-37
-84% -$2.46K ﹤0.01% 1969
2025
Q3 		$3.35K Buy
44
+25
+132% +$1.95K ﹤0.01% 1261
2025
Q2 		$1.43K Buy
+19
New +$1.45K ﹤0.01% 1317

Other funds holding CBT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

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

True Wealth Design held its Cabot Corp (CBT) position steady in Q3 2026 at 7 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

True Wealth Design first reported a position in CBT in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.35K in Q3 2025. 19 funds tracked by Wall St. Rank hold CBT as of Q3 2026.

  • True Wealth Design held 7 shares of Cabot Corp worth $539 as of Q3 2026.
  • True Wealth Design left its Cabot Corp share count unchanged in Q3 2026.
  • Cabot Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2110 holding.
  • True Wealth Design first reported a position in Cabot Corp in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Cabot Corp position peaked at $3.35K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Cabot Corp as of Q3 2026.

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