True Wealth Design
COLM icon

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
Q3 		$11.7K Sell
204
-50
-20% -$2.97K ﹤0.01% 1011
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

True Wealth Design's COLM Position: Q3 2026 in Review

True Wealth Design reduced its Columbia Sportswear (COLM) stake by 20% in Q3 2026, selling an estimated $2.97K and leaving 204 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

True Wealth Design first reported a position in COLM in Q4 2022 and has held it in 10 quarters since. The position peaked at $771K in Q1 2023. 173 funds tracked by Wall St. Rank hold COLM as of Q3 2026.

  • True Wealth Design held 204 shares of Columbia Sportswear worth $11.7K as of Q3 2026.
  • True Wealth Design sold 50 Columbia Sportswear shares in Q3 2026, an estimated $2.97K.
  • Columbia Sportswear made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1011 holding.
  • True Wealth Design first reported a position in Columbia Sportswear in Q4 2022 and has held it in 10 quarters since.
  • True Wealth Design's Columbia Sportswear position peaked at $771K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.