True Wealth Design’s Columbia Sportswear COLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7K	Buy	254 +31	+14%	+$1.92K	﹤0.01%	910
2026 Q1	$12.2K	Buy	223 +95	+74%	+$5.46K	﹤0.01%	911
2025 Q4	$7.05K	Sell	128 -115	-47%	-$6.14K	﹤0.01%	967
2025 Q3	$12.7K	Buy	243 +242	+24,200%	+$13.6K	﹤0.01%	754
2025 Q2	$62	Sell	1 -5	-83%	-$322	﹤0.01%	2341
2025 Q1	$455	Buy	+6	New	+$501	﹤0.01%	1573
2023 Q3	–	Sell	-9,321	Closed	-$720K	–	779
2023 Q2	$720K	Buy	9,321 +775	+9%	+$62.4K	0.26%	90
2023 Q1	$771K	Buy	8,546 +733	+9%	+$65.7K	0.32%	74
2022 Q4	$684K	Buy	+7,813	New	+$629K	0.32%	92

Other funds holding COLM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

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

True Wealth Design increased its Columbia Sportswear (COLM) stake by 14% in Q2 2026, buying an estimated $1.92K and bringing the position to 254 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

True Wealth Design first reported a position in COLM in Q4 2022 and has held it in 9 quarters since. The position peaked at $771K in Q1 2023. 324 funds tracked by Wall St. Rank hold COLM as of Q2 2026.

True Wealth Design held 254 shares of Columbia Sportswear worth $15.7K as of Q2 2026.
True Wealth Design bought 31 Columbia Sportswear shares in Q2 2026, an estimated $1.92K.
Columbia Sportswear made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #910 holding.
True Wealth Design first reported a position in Columbia Sportswear in Q4 2022 and has held it in 9 quarters since.
True Wealth Design's Columbia Sportswear position peaked at $771K in Q1 2023.
324 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2026.

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