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True Wealth Design’s Ceco Environmental CECO Stock Holding History

True Wealth Design’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.72K Buy
+52
New +$4.11K ﹤0.01% 1353
2024
Q4 		– Sell
-121
Closed -$3.41K – 1384
2024
Q3 		$3.41K Buy
+121
New +$3.4K ﹤0.01% 662

Other funds holding CECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

True Wealth Design opened a new position in Ceco Environmental (CECO) in Q2 2026: 52 shares worth $4.72K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CECO as recently as Q3 2024.

True Wealth Design first reported a position in CECO in Q3 2024 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

  • True Wealth Design held 52 shares of Ceco Environmental worth $4.72K as of Q2 2026.
  • Ceco Environmental was a new True Wealth Design position in Q2 2026.
  • Ceco Environmental made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1353 holding.
  • True Wealth Design first reported a position in Ceco Environmental in Q3 2024 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

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