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True Wealth Design’s Core Molding Technologies CMT Stock Holding History

True Wealth Design’s Portfolio CMT Stock Details CMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378 Sell
16
-7
-30% -$172 ﹤0.01% 2297
2026
Q1 		$516 Hold
23
– – ﹤0.01% 2040
2025
Q4 		$462 Buy
23
+1
+5% +$19 ﹤0.01% 1970
2025
Q3 		$453 Hold
22
– – ﹤0.01% 2042
2025
Q2 		$365 Buy
22
+2
+10% +$31 ﹤0.01% 1862
2025
Q1 		$304 Buy
+20
New +$287 ﹤0.01% 1766

Other funds holding CMT

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

True Wealth Design reduced its Core Molding Technologies (CMT) stake by 30% in Q2 2026, selling an estimated $172 and leaving 16 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

True Wealth Design first reported a position in CMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $516 in Q1 2026. 7 funds tracked by Wall St. Rank hold CMT as of Q2 2026.

  • True Wealth Design held 16 shares of Core Molding Technologies worth $378 as of Q2 2026.
  • True Wealth Design sold 7 Core Molding Technologies shares in Q2 2026, an estimated $172.
  • Core Molding Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2297 holding.
  • True Wealth Design first reported a position in Core Molding Technologies in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Core Molding Technologies position peaked at $516 in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Core Molding Technologies as of Q2 2026.

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