True Wealth Design’s Clearfield CLFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7	Closed	-$186	–	2697
2026 Q1	$186	Sell	7 -2	-22%	-$61	﹤0.01%	2344
2025 Q4	$263	Sell	9 -8	-47%	-$257	﹤0.01%	2156
2025 Q3	$585	Hold	17	–	–	﹤0.01%	1955
2025 Q2	$738	Buy	17 +2	+13%	+$69	﹤0.01%	1589
2025 Q1	$446	Buy	+15	New	+$501	﹤0.01%	1584

Other funds holding CLFD

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

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

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

True Wealth Design sold out of Clearfield (CLFD) in Q2 2026, closing a stake of 7 shares — an estimated $186 sold.

True Wealth Design first reported a position in CLFD in Q1 2025 and held it in 5 quarters. The position peaked at $738 in Q2 2025. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

True Wealth Design reported no remaining Clearfield position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 7 Clearfield shares in Q2 2026, an estimated $186.
True Wealth Design first reported a position in Clearfield in Q1 2025 and held it in 5 quarters.
True Wealth Design's Clearfield position peaked at $738 in Q2 2025.
126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

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