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True Wealth Design’s City Holding Co CHCO Stock Holding History

True Wealth Design’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$531 Sell
4
-2
-33% -$251 ﹤0.01% 2187
2026
Q1 		$718 Hold
6
– – ﹤0.01% 1923
2025
Q4 		$716 Hold
6
– – ﹤0.01% 1835
2025
Q3 		$744 Hold
6
– – ﹤0.01% 1863
2025
Q2 		$735 Hold
6
– – ﹤0.01% 1592
2025
Q1 		$705 Buy
+6
New +$708 ﹤0.01% 1413

Other funds holding CHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

True Wealth Design reduced its City Holding Co (CHCO) stake by 33% in Q2 2026, selling an estimated $251 and leaving 4 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

True Wealth Design first reported a position in CHCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $744 in Q3 2025. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • True Wealth Design held 4 shares of City Holding Co worth $531 as of Q2 2026.
  • True Wealth Design sold 2 City Holding Co shares in Q2 2026, an estimated $251.
  • City Holding Co made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2187 holding.
  • True Wealth Design first reported a position in City Holding Co in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's City Holding Co position peaked at $744 in Q3 2025.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

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