True Wealth Design’s CRA International CRAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.06K	Buy	43 +16	+59%	+$2.69K	﹤0.01%	1209
2026 Q2	$3.84K	Buy	+27	New	+$4.06K	﹤0.01%	1442
2026 Q1	–	Sell	-2	Closed	-$402	–	2734
2025 Q4	$402	Sell	2 -13	-87%	-$2.45K	﹤0.01%	2023
2025 Q3	$3.13K	Sell	15 -1	-6%	-$192	﹤0.01%	1292
2025 Q2	$3K	Sell	16 -37	-70%	-$6.61K	﹤0.01%	1008
2025 Q1	$9.18K	Buy	53 +1	+2%	+$185	﹤0.01%	500
2024 Q4	$9.73K	Buy	52 +1	+2%	+$190	﹤0.01%	426
2024 Q3	$8.94K	Buy	+51	New	+$8.51K	﹤0.01%	444

Other funds holding CRAI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design increased its CRA International (CRAI) stake by 59% in Q3 2026, buying an estimated $2.69K and bringing the position to 43 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

True Wealth Design first reported a position in CRAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.73K in Q4 2024. 13 funds tracked by Wall St. Rank hold CRAI as of Q3 2026.

True Wealth Design held 43 shares of CRA International worth $7.06K as of Q3 2026.
True Wealth Design bought 16 CRA International shares in Q3 2026, an estimated $2.69K.
CRA International made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1209 holding.
True Wealth Design first reported a position in CRA International in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's CRA International position peaked at $9.73K in Q4 2024.
13 funds tracked by Wall St. Rank held CRA International as of Q3 2026.

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